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GRID

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

Legacy Investment Solutions’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
2025
Q2 		$521K Buy
+3,747
New +$465K 0.27% 49
2024
Q4 		$311K Buy
2,577
+1,444
+127% +$180K 0.2% 58
2024
Q3 		$141K Buy
+1,133
New +$135K 0.08% 71

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Legacy Investment Solutions's GRID Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025: 3,747 shares worth $521K. The stake represents 0.27% of the portfolio and ranks #49 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GRID as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GRID in Q3 2024 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

  • Legacy Investment Solutions held 3,747 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $521K as of Q2 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.27% of Legacy Investment Solutions's portfolio in Q2 2025, its #49 holding.
  • Legacy Investment Solutions first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.