LPL Financial
GRID

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

LPL Financial’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
Q1 		$350M Buy
2,138,732
+438,930
+26% +$73M 0.09% 217
2025
Q4 		$260M Buy
1,699,802
+503,963
+42% +$77.3M 0.07% 265
2025
Q3 		$181M Buy
1,195,839
+300,737
+34% +$43.3M 0.05% 334
2025
Q2 		$124M Buy
895,102
+122,194
+16% +$15.2M 0.04% 403
2025
Q1 		$87.4M Buy
772,908
+99,676
+15% +$11.9M 0.03% 469
2024
Q4 		$80.3M Buy
673,232
+157,331
+30% +$19.6M 0.03% 468
2024
Q3 		$65.6M Buy
515,901
+96,232
+23% +$11.5M 0.03% 514
2024
Q2 		$48.5M Buy
419,669
+101,175
+32% +$11.8M 0.02% 573
2024
Q1 		$36.5M Sell
318,494
-3,414
-1% -$362K 0.02% 664
2023
Q4 		$33.7M Buy
321,908
+3,098
+1% +$293K 0.02% 647
2023
Q3 		$29.9M Buy
318,810
+37,232
+13% +$3.76M 0.02% 637
2023
Q2 		$29.6M Buy
281,578
+5,351
+2% +$530K 0.02% 632
2023
Q1 		$27M Buy
276,227
+17,410
+7% +$1.64M 0.02% 635
2022
Q4 		$22.6M Sell
258,817
-5,013
-2% -$430K 0.02% 662
2022
Q3 		$19.9M Buy
263,830
+8,950
+4% +$751K 0.02% 658
2022
Q2 		$19.8M Sell
254,880
-24,197
-9% -$2.05M 0.02% 653
2022
Q1 		$26.3M Sell
279,077
-10,758
-4% -$995K 0.02% 559
2021
Q4 		$29.8M Buy
289,835
+63,649
+28% +$6.4M 0.03% 517
2021
Q3 		$20.9M Buy
226,186
+66,897
+42% +$6.45M 0.02% 611
2021
Q2 		$14.8M Buy
159,289
+60,009
+60% +$5.37M 0.01% 718
2021
Q1 		$8.57M Buy
99,280
+48,048
+94% +$4.1M 0.01% 909
2020
Q4 		$4.15M Buy
51,232
+27,246
+114% +$1.97M 0.01% 1221
2020
Q3 		$1.51M Buy
23,986
+13,389
+126% +$814K ﹤0.01% 1623
2020
Q2 		$582K Buy
10,597
+468
+5% +$23.4K ﹤0.01% 2259
2020
Q1 		$434K Buy
10,129
+4,477
+79% +$235K ﹤0.01% 2184
2019
Q4 		$310K Buy
5,652
+1,612
+40% +$83.8K ﹤0.01% 2750
2019
Q3 		$200K Sell
4,040
-257
-6% -$12.4K ﹤0.01% 3000
2019
Q2 		$208K Buy
+4,297
New +$196K ﹤0.01% 3001
2019
Q1 		– Sell
-7,935
Closed -$310K – 3212
2018
Q4 		$310K Buy
7,935
+2,393
+43% +$101K ﹤0.01% 2430
2018
Q3 		$263K Buy
5,542
+633
+13% +$31.4K ﹤0.01% 2797
2018
Q2 		$239K Buy
4,909
+438
+10% +$22.1K ﹤0.01% 2854
2018
Q1 		$222K Buy
+4,471
New +$230K ﹤0.01% 2873

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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's GRID Position: Q1 2026 in Review

LPL Financial increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 26% in Q1 2026, buying an estimated $73M and bringing the position to 2,138,732 shares worth $350M. The position accounts for 0.09% of the portfolio, ranked #217.

LPL Financial first reported a position in GRID in Q1 2018 and has held it in 32 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • LPL Financial held 2,138,732 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $350M as of Q1 2026.
  • LPL Financial bought 438,930 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $73M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.09% of LPL Financial's portfolio in Q1 2026, its #217 holding.
  • LPL Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2018 and has held it in 32 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.