M
GRID

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

MOTCO’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 		– Sell
-114
Closed -$17.4K – 636
2025
Q4 		$17.4K Hold
114
– – ﹤0.01% 422
2025
Q3 		$17.2K Hold
114
– – ﹤0.01% 421
2025
Q2 		$16.2K Hold
114
– – ﹤0.01% 393
2025
Q1 		$12.9K Buy
+114
New +$13.6K ﹤0.01% 414
2022
Q4 		– Sell
-788
Closed -$59K – 633
2022
Q3 		$59K Buy
+788
New +$66.1K ﹤0.01% 338

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MOTCO's GRID Position: Q1 2026 in Review

MOTCO sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026, closing a stake of 114 shares — an estimated $17.4K sold.

MOTCO first reported a position in GRID in Q3 2022 and held it in 5 quarters. The position peaked at $59K in Q3 2022. 544 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • MOTCO reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2026 after selling out during the quarter.
  • MOTCO sold 114 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $17.4K.
  • MOTCO first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2022 and held it in 5 quarters.
  • MOTCO's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $59K in Q3 2022.
  • 544 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.