Morgan Stanley
GRID

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

Morgan Stanley’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 		$531M Buy
3,245,231
+296,255
+10% +$49.2M 0.03% 511
2025
Q4 		$451M Buy
2,948,976
+691,924
+31% +$106M 0.03% 571
2025
Q3 		$341M Buy
2,257,052
+743,315
+49% +$107M 0.02% 676
2025
Q2 		$210M Buy
1,513,737
+92,693
+7% +$11.5M 0.01% 853
2025
Q1 		$161M Buy
1,421,044
+101,546
+8% +$12.2M 0.01% 963
2024
Q4 		$157M Buy
1,319,498
+437,209
+50% +$54.4M 0.01% 960
2024
Q3 		$112M Buy
882,289
+236,762
+37% +$28.3M 0.01% 1163
2024
Q2 		$74.6M Buy
645,527
+180,946
+39% +$21.1M 0.01% 1386
2024
Q1 		$53.2M Sell
464,581
-438,193
-49% -$46.5M ﹤0.01% 1698
2023
Q4 		$94.5M Buy
902,774
+420,019
+87% +$39.7M ﹤0.01% 1789
2023
Q3 		$45.3M Buy
482,755
+9,071
+2% +$916K ﹤0.01% 1674
2023
Q2 		$49.8M Buy
473,684
+8,179
+2% +$810K ﹤0.01% 1579
2023
Q1 		$45.5M Buy
465,505
+45,855
+11% +$4.31M ﹤0.01% 1627
2022
Q4 		$36.6M Buy
419,650
+7,362
+2% +$631K ﹤0.01% 1770
2022
Q3 		$31M Sell
412,288
-4,944
-1% -$415K ﹤0.01% 1737
2022
Q2 		$32.4M Sell
417,232
-44,230
-10% -$3.75M ﹤0.01% 1760
2022
Q1 		$43.4M Sell
461,462
-2,170
-0.5% -$201K 0.01% 1392
2021
Q4 		$47.6M Buy
463,632
+117,734
+34% +$11.8M 0.01% 1372
2021
Q3 		$32M Buy
345,898
+75,590
+28% +$7.29M ﹤0.01% 1645
2021
Q2 		$25M Buy
270,308
+83,422
+45% +$7.47M ﹤0.01% 1913
2021
Q1 		$16.1M Buy
186,886
+55,823
+43% +$4.76M ﹤0.01% 2149
2020
Q4 		$10.6M Buy
131,063
+33,367
+34% +$2.41M ﹤0.01% 2455
2020
Q3 		$6.16M Buy
97,696
+41,398
+74% +$2.52M ﹤0.01% 2513
2020
Q2 		$3.09M Sell
56,298
-13,795
-20% -$688K ﹤0.01% 3161
2020
Q1 		$3M Buy
70,093
+1,559
+2% +$81.8K ﹤0.01% 2966
2019
Q4 		$3.77M Buy
68,534
+21,098
+44% +$1.1M ﹤0.01% 3493
2019
Q3 		$2.35M Buy
47,436
+5,565
+13% +$269K ﹤0.01% 3624
2019
Q2 		$2.02M Buy
41,871
+1,423
+4% +$65.1K ﹤0.01% 3758
2019
Q1 		$1.76M Buy
40,448
+6,038
+18% +$263K ﹤0.01% 3692
2018
Q4 		$1.34M Buy
34,410
+8,429
+32% +$356K ﹤0.01% 4064
2018
Q3 		$1.24M Buy
25,981
+3,649
+16% +$181K ﹤0.01% 4373
2018
Q2 		$1.09M Buy
22,332
+5,989
+37% +$302K ﹤0.01% 4572
2018
Q1 		$812K Buy
16,343
+5,759
+54% +$296K ﹤0.01% 4701
2017
Q4 		$539K Buy
10,584
+1,984
+23% +$99.6K ﹤0.01% 4937
2017
Q3 		$422K Buy
8,600
+2,022
+31% +$93.3K ﹤0.01% 4979
2017
Q2 		$287K Buy
6,578
+868
+15% +$37.3K ﹤0.01% 5134
2017
Q1 		$239K Buy
5,710
+58
+1% +$2.38K ﹤0.01% 5235
2016
Q4 		$229K Buy
5,652
+1,590
+39% +$62.9K ﹤0.01% 5304
2016
Q3 		$161K Buy
4,062
+312
+8% +$11.7K ﹤0.01% 5101
2016
Q2 		$131K Sell
3,750
-504
-12% -$17.9K ﹤0.01% 5118
2016
Q1 		$146K Sell
4,254
-809
-16% -$25.5K ﹤0.01% 5149
2015
Q4 		$169K Sell
5,063
-154
-3% -$5.05K ﹤0.01% 5167
2015
Q3 		$165K Buy
5,217
+382
+8% +$12.7K ﹤0.01% 5181
2015
Q2 		$173K Buy
4,835
+27
+0.6% +$995 ﹤0.01% 5316
2015
Q1 		$175K Sell
4,808
-510
-10% -$17.9K ﹤0.01% 5273
2014
Q4 		$190K Buy
5,318
+191
+4% +$6.68K ﹤0.01% 5263
2014
Q3 		$182K Buy
5,127
+283
+6% +$10.4K ﹤0.01% 5191
2014
Q2 		$183K Buy
4,844
+371
+8% +$14K ﹤0.01% 5210
2014
Q1 		$175K Sell
4,473
-2,013
-31% -$76.4K ﹤0.01% 5177
2013
Q4 		$235K Buy
6,486
+557
+9% +$19.6K ﹤0.01% 4944
2013
Q3 		$201K Buy
+5,929
New +$196K ﹤0.01% 4887

Other funds holding GRID

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley's GRID Position: Q1 2026 in Review

Morgan Stanley increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 10% in Q1 2026, buying an estimated $49.2M and bringing the position to 3,245,231 shares worth $531M. The position accounts for 0.03% of the portfolio, ranked #511.

Morgan Stanley first reported a position in GRID in Q3 2013 and has held it in 51 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Morgan Stanley held 3,245,231 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $531M as of Q1 2026.
  • Morgan Stanley bought 296,255 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $49.2M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of Morgan Stanley's portfolio in Q1 2026, its #511 holding.
  • Morgan Stanley first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2013 and has held it in 51 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.