Madison Wealth Partners
GRID icon

Madison Wealth Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Madison Wealth Partners’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
Q3 		$628K Buy
3,544
+12
+0.3% +$2.17K 0.07% 141
2026
Q2 		$677K Sell
3,532
-16
-0.5% -$3K 0.09% 124
2026
Q1 		$580K Buy
3,548
+2,055
+138% +$342K 0.09% 98
2025
Q4 		$228K Buy
+1,493
New +$229K 0.04% 176

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Madison Wealth Partners's GRID Position: Q3 2026 in Review

Madison Wealth Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.34% in Q3 2026, buying an estimated $2.17K and bringing the position to 3,544 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #141.

Madison Wealth Partners first reported a position in GRID in Q4 2025 and has held it in 4 quarters since. The position peaked at $677K in Q2 2026. 562 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Madison Wealth Partners held 3,544 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $628K as of Q3 2026.
  • Madison Wealth Partners bought 12 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $2.17K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Madison Wealth Partners's portfolio in Q3 2026, its #141 holding.
  • Madison Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 4 quarters since.
  • Madison Wealth Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $677K in Q2 2026.
  • 562 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Madison Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.