SAL
GRID

SACKS & ASSOCIATES, LLC’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$521K Buy
2,908
+551
+23% +$103K 0.35% 52
2026
Q1 		$386K Hold
2,357
– – 0.29% 58
2025
Q4 		$361K Buy
+2,357
New +$362K 0.26% 60

Other funds holding GRID

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's GRID Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 23% in Q2 2026, buying an estimated $103K and bringing the position to 2,908 shares worth $521K. The position accounts for 0.35% of the portfolio, ranked #52.

SACKS & ASSOCIATES, LLC first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 2,908 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $521K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 551 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $103K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.35% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #52 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.