MWA
GRID

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

Medallion Wealth 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 		$213K Sell
1,112
-263
-19% -$49.4K 0.07% 230
2026
Q1 		$225K Buy
1,375
+80
+6% +$13.3K 0.07% 233
2025
Q4 		$198K Hold
1,295
– – 0.07% 244
2025
Q3 		$196K Hold
1,295
– – 0.07% 235
2025
Q2 		$180K Buy
1,295
+345
+36% +$42.9K 0.07% 242
2025
Q1 		$108K Hold
950
– – 0.05% 296
2024
Q4 		$111K Buy
+950
New +$118K 0.05% 276

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Medallion Wealth Advisors's GRID Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 19% in Q2 2026, selling an estimated $49.4K and leaving 1,112 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #230.

Medallion Wealth Advisors first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. The position peaked at $225K in Q1 2026. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Medallion Wealth Advisors held 1,112 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $213K as of Q2 2026.
  • Medallion Wealth Advisors sold 263 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $49.4K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #230 holding.
  • Medallion Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $225K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.