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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Medallion Wealth Advisors's GRID Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 6.2% in Q1 2026, buying an estimated $13.3K and bringing the position to 1,375 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #233.

Medallion Wealth Advisors first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Medallion Wealth Advisors held 1,375 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $225K as of Q1 2026.
  • Medallion Wealth Advisors bought 80 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $13.3K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #233 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 6 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 Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.