NEWAS
GRID

N.E.W. Advisory Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

N.E.W. Advisory Services’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 		$5.68M Buy
29,643
+3,141
+12% +$590K 0.38% 44
2026
Q1 		$4.34M Buy
26,502
+20,316
+328% +$3.38M 0.32% 48
2025
Q4 		$947K Buy
6,186
+1,644
+36% +$252K 0.07% 97
2025
Q3 		$686K Buy
4,542
+417
+10% +$60K 0.06% 103
2025
Q2 		$574K Sell
4,125
-1,025
-20% -$127K 0.06% 106
2025
Q1 		$583K Buy
5,150
+2,071
+67% +$248K 0.04% 113
2024
Q4 		$367K Buy
3,079
+891
+41% +$111K 0.03% 138
2024
Q3 		$278K Buy
2,188
+275
+14% +$32.8K 0.03% 156
2024
Q2 		$221K Buy
+1,913
New +$223K 0.02% 165

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

N.E.W. Advisory Services's GRID Position: Q2 2026 in Review

N.E.W. Advisory Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q2 2026, buying an estimated $590K and bringing the position to 29,643 shares worth $5.68M. The position accounts for 0.38% of the portfolio, ranked #44.

N.E.W. Advisory Services first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. 451 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • N.E.W. Advisory Services held 29,643 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.68M as of Q2 2026.
  • N.E.W. Advisory Services bought 3,141 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $590K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.38% of N.E.W. Advisory Services's portfolio in Q2 2026, its #44 holding.
  • N.E.W. Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 9 quarters since.
  • 451 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.