Migdal Insurance & Financial Holdings’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Migdal Insurance & Financial Holdings’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	$4.75M	Buy	25,078 +3,213	+15%	+$603K	0.03%	97
2026 Q1	$3.58M	Buy	21,865 +341	+2%	+$56.7K	0.03%	106
2025 Q4	$3.29M	Sell	21,524 -346	-2%	-$53.1K	0.03%	109
2025 Q3	$3.29M	Buy	21,870 +571	+3%	+$82.1K	0.04%	113
2025 Q2	$2.96M	Sell	21,299 -40	-0.2%	-$4.97K	0.04%	113
2025 Q1	$2.41M	Buy	21,339 +574	+3%	+$68.7K	0.03%	113
2024 Q4	$2.48M	Buy	20,765 +898	+5%	+$112K	0.04%	107
2024 Q3	$2.53M	Sell	19,867 -755	-4%	-$90.1K	0.04%	102
2024 Q2	$2.38M	Buy	20,622 +20,512	+18,647%	+$2.39M	0.04%	117
2024 Q1	$13K	Hold	110	–	–	﹤0.01%	324
2023 Q4	$12K	Hold	110	–	–	﹤0.01%	411
2023 Q3	$10K	Hold	110	–	–	﹤0.01%	414
2023 Q2	$11K	Hold	110	–	–	﹤0.01%	402
2023 Q1	$11K	Hold	110	–	–	﹤0.01%	454
2022 Q4	$10K	Hold	110	–	–	﹤0.01%	453
2022 Q3	$8K	Hold	110	–	–	﹤0.01%	442
2022 Q2	$9K	Hold	110	–	–	﹤0.01%	520
2022 Q1	$10K	Hold	110	–	–	﹤0.01%	545
2021 Q4	$11K	Hold	110	–	–	﹤0.01%	589
2021 Q3	$10K	Buy	+110	New	+$10.6K	﹤0.01%	595

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

Migdal Insurance & Financial Holdings's GRID Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 15% in Q2 2026, buying an estimated $603K and bringing the position to 25,078 shares worth $4.75M. The position accounts for 0.03% of the portfolio, ranked #97.

Migdal Insurance & Financial Holdings first reported a position in GRID in Q3 2021 and has held it in 20 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Migdal Insurance & Financial Holdings held 25,078 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $4.75M as of Q2 2026.
Migdal Insurance & Financial Holdings bought 3,213 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $603K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #97 holding.
Migdal Insurance & Financial Holdings first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 20 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 Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.