Legacy Edge Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Legacy Edge Advisors’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2M	Sell	94,818 -971	-1%	-$182K	1.67%	18
2026 Q1	$15.7M	Buy	95,789 +1,497	+2%	+$249K	1.65%	17
2025 Q4	$14.4M	Buy	94,292 +7,083	+8%	+$1.09M	1.58%	20
2025 Q3	$13.2M	Buy	87,209 +6,124	+8%	+$881K	1.55%	20
2025 Q2	$11.3M	Buy	81,085 +2,007	+3%	+$249K	1.51%	21
2025 Q1	$8.95M	Buy	79,078 +3,807	+5%	+$456K	1.4%	22
2024 Q4	$9M	Buy	75,271 +4,129	+6%	+$514K	1.43%	25
2024 Q3	$9.05M	Buy	71,142 +11,975	+20%	+$1.43M	1.45%	25
2024 Q2	$6.84M	Buy	59,167 +17,551	+42%	+$2.04M	1.26%	26
2024 Q1	$4.77M	Buy	41,616 +7,075	+20%	+$751K	0.99%	27
2023 Q4	$3.62M	Buy	+34,541	New	+$3.27M	0.83%	31

Other funds holding GRID

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Legacy Edge Advisors's GRID Position: Q2 2026 in Review

Legacy Edge Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1% in Q2 2026, selling an estimated $182K and leaving 94,818 shares worth $18.2M. The position accounts for 1.67% of the portfolio, ranked #18.

Legacy Edge Advisors first reported a position in GRID in Q4 2023 and has held it in 11 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Legacy Edge Advisors held 94,818 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $18.2M as of Q2 2026.
Legacy Edge Advisors sold 971 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $182K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.67% of Legacy Edge Advisors's portfolio in Q2 2026, its #18 holding.
Legacy Edge Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 11 quarters since.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.