MIM
GRID

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

Meixler Investment Management’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 		$1.59M Sell
8,302
-438
-5% -$82.3K 0.88% 31
2026
Q1 		$1.45M Sell
8,740
-995
-10% -$165K 0.78% 33
2025
Q4 		$1.49M Sell
9,735
-73
-0.7% -$11.2K 0.9% 29
2025
Q3 		$1.48M Buy
9,808
+4,821
+97% +$694K 0.91% 28
2025
Q2 		$693K Buy
4,987
+1,671
+50% +$208K 0.48% 38
2025
Q1 		$375K Sell
3,316
-4
-0.1% -$479 0.26% 62
2024
Q4 		$396K Buy
3,320
+40
+1% +$4.98K 0.29% 63
2024
Q3 		$417K Buy
3,280
+16
+0.5% +$1.91K 0.31% 59
2024
Q2 		$377K Buy
3,264
+258
+9% +$30.1K 0.29% 57
2024
Q1 		$345K Sell
3,006
-304
-9% -$32.3K 0.26% 67
2023
Q4 		$347K Buy
3,310
+780
+31% +$73.8K 0.29% 57
2023
Q3 		$238K Buy
+2,530
New +$255K 0.21% 69

Other funds holding GRID

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

Meixler Investment Management's GRID Position: Q2 2026 in Review

Meixler Investment Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5% in Q2 2026, selling an estimated $82.3K and leaving 8,302 shares worth $1.59M. The position accounts for 0.88% of the portfolio, ranked #31.

Meixler Investment Management first reported a position in GRID in Q3 2023 and has held it in 12 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Meixler Investment Management held 8,302 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.59M as of Q2 2026.
  • Meixler Investment Management sold 438 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $82.3K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.88% of Meixler Investment Management's portfolio in Q2 2026, its #31 holding.
  • Meixler Investment Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 12 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 Meixler Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.