LEA
GRID

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 		$11.3M Sell
81,085
-14,704
-15% -$2.76M 1.51% 21
2026
Q1 		$15.7M Buy
95,789
+1,497
+2% +$249K 1.65% 17
2025
Q4 		$14.4M Buy
+94,292
New +$14.5M 1.58% 20

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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 15% in Q2 2026, selling an estimated $2.76M and leaving 81,085 shares worth $11.3M. The position accounts for 1.51% of the portfolio, ranked #21.

Legacy Edge Advisors first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7M in Q1 2026. 431 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Legacy Edge Advisors held 81,085 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $11.3M as of Q2 2026.
  • Legacy Edge Advisors sold 14,704 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $2.76M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.51% of Legacy Edge Advisors's portfolio in Q2 2026, its #21 holding.
  • Legacy Edge Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $15.7M in Q1 2026.
  • 431 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.