MWM
GRID

Modern Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Modern Wealth Management’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 		$13.6M Buy
70,671
+10,205
+17% +$1.92M 0.16% 149
2026
Q1 		$10.1M Sell
60,466
-131
-0.2% -$21.8K 0.17% 134
2025
Q4 		$9.27M Buy
60,597
+1,570
+3% +$241K 0.17% 136
2025
Q3 		$8.92M Buy
59,027
+322
+0.5% +$46.3K 0.18% 130
2025
Q2 		$8.16M Buy
58,705
+51,105
+672% +$6.35M 0.2% 113
2025
Q1 		$860K Buy
7,600
+3,700
+95% +$443K 0.03% 326
2024
Q4 		$465K Buy
+3,900
New +$485K 0.02% 374

Other funds holding GRID

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

Modern Wealth Management's GRID Position: Q2 2026 in Review

Modern Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 17% in Q2 2026, buying an estimated $1.92M and bringing the position to 70,671 shares worth $13.6M. The position accounts for 0.16% of the portfolio, ranked #149.

Modern Wealth Management first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Modern Wealth Management held 70,671 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $13.6M as of Q2 2026.
  • Modern Wealth Management bought 10,205 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.92M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.16% of Modern Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Modern Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.