Money Concepts Capital’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Money Concepts Capital’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	$393K	Buy	+2,047	New	+$384K	0.02%	454
2023 Q1	–	Sell	-2,141	Closed	-$187K	–	1496
2022 Q4	$187K	Buy	+2,141	New	+$184K	0.01%	712
2022 Q2	–	Sell	-2,512	Closed	-$236K	–	1932
2022 Q1	$236K	Buy	+2,512	New	+$232K	0.01%	662

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

Money Concepts Capital's GRID Position: Q2 2026 in Review

Money Concepts Capital opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 2,047 shares worth $393K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in GRID as recently as Q4 2022.

Money Concepts Capital first reported a position in GRID in Q1 2022 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Money Concepts Capital held 2,047 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $393K as of Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Money Concepts Capital position in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #454 holding.
Money Concepts Capital first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 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 Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.