MOS
GRID

MGO One Seven’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

MGO One Seven’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 		$4.76M Buy
24,816
+1,662
+7% +$312K 0.08% 275
2026
Q1 		$3.79M Buy
23,154
+8,365
+57% +$1.39M 0.08% 301
2025
Q4 		$2.26M Buy
14,789
+8,850
+149% +$1.36M 0.05% 405
2025
Q3 		$897K Buy
5,939
+3,200
+117% +$460K 0.02% 618
2025
Q2 		$381K Buy
2,739
+335
+14% +$41.6K 0.01% 826
2025
Q1 		$272K Buy
2,404
+585
+32% +$70K 0.01% 856
2024
Q4 		$217K Buy
1,819
+223
+14% +$27.8K 0.01% 981
2024
Q3 		$203K Buy
+1,596
New +$191K 0.01% 933
2024
Q1 		– Sell
-3,607
Closed -$378K – 932
2023
Q4 		$378K Sell
3,607
-3,015
-46% -$285K 0.02% 631
2023
Q3 		$622K Sell
6,622
-220
-3% -$22.2K 0.05% 368
2023
Q2 		$719K Buy
+6,842
New +$678K 0.07% 319
2019
Q1 		– Sell
-380
Closed -$14K – 900
2018
Q4 		$14K Buy
+380
New +$16.1K 0.01% 1030
2018
Q1 		$19K Hold
380
– – 0.01% 880
2017
Q4 		$19K Buy
+380
New +$19.1K 0.01% 880

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

MGO One Seven's GRID Position: Q2 2026 in Review

MGO One Seven increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.2% in Q2 2026, buying an estimated $312K and bringing the position to 24,816 shares worth $4.76M. The position accounts for 0.08% of the portfolio, ranked #275.

MGO One Seven first reported a position in GRID in Q4 2017 and has held it in 14 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • MGO One Seven held 24,816 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $4.76M as of Q2 2026.
  • MGO One Seven bought 1,662 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $312K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.08% of MGO One Seven's portfolio in Q2 2026, its #275 holding.
  • MGO One Seven first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2017 and has held it in 14 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 MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.