Moran Wealth Management
GRID icon

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

Moran 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
Q3 		$2.28M Buy
12,881
+872
+7% +$158K 0.06% 299
2026
Q2 		$2.3M Buy
12,009
+1,330
+12% +$250K 0.06% 304
2026
Q1 		$1.75M Buy
10,679
+2,834
+36% +$471K 0.05% 324
2025
Q4 		$1.2M Buy
7,845
+2,528
+48% +$388K 0.04% 340
2025
Q3 		$803K Buy
5,317
+2,317
+77% +$333K 0.02% 362
2025
Q2 		$417K Buy
+3,000
New +$373K 0.01% 429

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Moran Wealth Management's GRID Position: Q3 2026 in Review

Moran Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.3% in Q3 2026, buying an estimated $158K and bringing the position to 12,881 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #299.

Moran Wealth Management first reported a position in GRID in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q2 2026. 376 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Moran Wealth Management held 12,881 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.28M as of Q3 2026.
  • Moran Wealth Management bought 872 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $158K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Moran Wealth Management's portfolio in Q3 2026, its #299 holding.
  • Moran Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and has held it in 6 quarters since.
  • Moran Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.3M in Q2 2026.
  • 376 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.