MJP Associates’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

MJP Associates’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	$361K	Buy	1,881 +21	+1%	+$3.94K	0.04%	151
2026 Q1	$304K	Buy	1,860 +114	+7%	+$18.9K	0.04%	156
2025 Q4	$267K	Sell	1,746 -99	-5%	-$15.2K	0.03%	208
2025 Q3	$279K	Buy	+1,845	New	+$265K	0.04%	200
2024 Q1	–	Sell	-1,995	Closed	-$209K	–	237
2023 Q4	$209K	Buy	+1,995	New	+$189K	0.06%	169
2023 Q3	–	Sell	-2,009	Closed	-$211K	–	180
2023 Q2	$211K	Buy	+2,009	New	+$199K	0.07%	147

Other funds holding GRID

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

MJP Associates's GRID Position: Q2 2026 in Review

MJP Associates increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.1% in Q2 2026, buying an estimated $3.94K and bringing the position to 1,881 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #151.

MJP Associates first reported a position in GRID in Q2 2023 and has held it in 6 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

MJP Associates held 1,881 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $361K as of Q2 2026.
MJP Associates bought 21 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.94K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of MJP Associates's portfolio in Q2 2026, its #151 holding.
MJP Associates first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 6 quarters since.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.