LI
GRID

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

LRI Investments’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 		$1.53K Hold
8
– – ﹤0.01% 1301
2026
Q1 		$1.31K Hold
8
– – ﹤0.01% 1297
2025
Q4 		$1.22K Hold
8
– – ﹤0.01% 1252
2025
Q3 		$1.21K Buy
+8
New +$1.15K ﹤0.01% 1248

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's GRID Position: Q2 2026 in Review

LRI Investments held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 8 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

LRI Investments first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • LRI Investments held 8 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.53K as of Q2 2026.
  • LRI Investments left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1301 holding.
  • LRI Investments first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.