Meitav Investment House’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Meitav Investment House’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	$45M	Buy	234,602 +23,262	+11%	+$4.37M	0.3%	70
2026 Q1	$34.6M	Buy	211,340 +14,125	+7%	+$2.35M	0.38%	59
2025 Q4	$30.2M	Buy	197,215 +55	+0%	+$8.44K	0.35%	62
2025 Q3	$29.8M	Buy	197,160 +158	+0.1%	+$22.7K	0.39%	58
2025 Q2	$27.4M	Hold	197,002	–	–	0.37%	54
2025 Q1	$22.3M	Buy	197,002 +11,795	+6%	+$1.41M	0.41%	60
2024 Q4	$22.1M	Buy	185,207 +149,919	+425%	+$18.7M	0.37%	68
2024 Q3	$4.49M	Buy	35,288 +3,893	+12%	+$465K	0.08%	95
2024 Q2	$3.63M	Hold	31,395	–	–	0.06%	101
2024 Q1	$3.6M	Hold	31,395	–	–	0.07%	94
2023 Q4	$3.29M	Sell	31,395 -9,485	-23%	-$897K	0.05%	131
2023 Q3	$3.85M	Buy	40,880 +18,337	+81%	+$1.85M	0.06%	132
2023 Q2	$2.37M	Buy	22,543 +671	+3%	+$66.5K	0.04%	163
2023 Q1	$2.13M	Hold	21,872	–	–	0.04%	175
2022 Q4	$1.91M	Hold	21,872	–	–	0.03%	187
2022 Q3	$1.66M	Buy	21,872 +80	+0.4%	+$6.71K	0.03%	199
2022 Q2	$1.69M	Hold	21,792	–	–	0.03%	198
2022 Q1	$2.05M	Buy	+21,792	New	+$2.02M	0.03%	213

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Meitav Investment House's GRID Position: Q2 2026 in Review

Meitav Investment House increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 11% in Q2 2026, buying an estimated $4.37M and bringing the position to 234,602 shares worth $45M. The position accounts for 0.3% of the portfolio, ranked #70.

Meitav Investment House first reported a position in GRID in Q1 2022 and has held it in 18 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Meitav Investment House held 234,602 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $45M as of Q2 2026.
Meitav Investment House bought 23,262 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $4.37M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.3% of Meitav Investment House's portfolio in Q2 2026, its #70 holding.
Meitav Investment House first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 and has held it in 18 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.