MFG
GRID

Merit Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Merit Financial Group’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 		$5.36M Buy
27,953
+7,913
+39% +$1.49M 0.03% 411
2026
Q1 		$3.28M Buy
20,040
+8,992
+81% +$1.49M 0.02% 513
2025
Q4 		$1.69M Buy
11,048
+7,349
+199% +$1.13M 0.01% 708
2025
Q3 		$559K Buy
3,699
+1,938
+110% +$279K 0.01% 1114
2025
Q2 		$245K Sell
1,761
-10
-0.6% -$1.24K ﹤0.01% 1443
2025
Q1 		$200K Sell
1,771
-359
-17% -$43K ﹤0.01% 1308
2024
Q4 		$254K Sell
2,130
-1,048
-33% -$130K ﹤0.01% 996
2024
Q3 		$404K Sell
3,178
-322
-9% -$38.4K 0.01% 605
2024
Q2 		$405K Buy
3,500
+776
+28% +$90.4K 0.01% 634
2024
Q1 		$313K Buy
+2,724
New +$289K 0.01% 694

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

Merit Financial Group's GRID Position: Q2 2026 in Review

Merit Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 39% in Q2 2026, buying an estimated $1.49M and bringing the position to 27,953 shares worth $5.36M. The position accounts for 0.03% of the portfolio, ranked #411.

Merit Financial Group first reported a position in GRID in Q1 2024 and has held it in 10 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Merit Financial Group held 27,953 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.36M as of Q2 2026.
  • Merit Financial Group bought 7,913 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.49M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #411 holding.
  • Merit Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 10 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.