MF
GRID

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

Montis Financial’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
Q1 		$2.15M Sell
13,124
-402
-3% -$66.8K 0.44% 37
2025
Q4 		$2.07M Sell
13,526
-479
-3% -$73.5K 0.41% 41
2025
Q3 		$2.12M Sell
14,005
-1,151
-8% -$166K 0.49% 39
2025
Q2 		$2.11M Sell
15,156
-1,086
-7% -$135K 0.59% 31
2025
Q1 		$1.84M Sell
16,242
-1,400
-8% -$168K 0.54% 33
2024
Q4 		$2.11M Sell
17,642
-1,894
-10% -$236K 0.65% 28
2024
Q3 		$2.49M Buy
+19,536
New +$2.33M 0.88% 22

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Montis Financial's GRID Position: Q1 2026 in Review

Montis Financial reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3% in Q1 2026, selling an estimated $66.8K and leaving 13,124 shares worth $2.15M. The position accounts for 0.44% of the portfolio, ranked #37.

Montis Financial first reported a position in GRID in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q3 2024. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Montis Financial held 13,124 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.15M as of Q1 2026.
  • Montis Financial sold 402 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $66.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.44% of Montis Financial's portfolio in Q1 2026, its #37 holding.
  • Montis Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Montis Financial's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.49M in Q3 2024.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.