Moneta Group Investment Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Moneta Group Investment Advisors’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	$9.97M	Buy	52,020 +46,686	+875%	+$8.77M	0.07%	122
2026 Q1	$873K	Buy	5,334 +218	+4%	+$36.2K	0.01%	385
2025 Q4	$783K	Buy	+5,116	New	+$785K	0.01%	404

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

Moneta Group Investment Advisors's GRID Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 875% in Q2 2026, buying an estimated $8.77M and bringing the position to 52,020 shares worth $9.97M. The position accounts for 0.07% of the portfolio, ranked #122.

Moneta Group Investment Advisors first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Moneta Group Investment Advisors held 52,020 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.97M as of Q2 2026.
Moneta Group Investment Advisors bought 46,686 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $8.77M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #122 holding.
Moneta Group Investment Advisors 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.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.