Nan Shan Life Insurance’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Nan Shan Life Insurance’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	$16.6M	Sell	86,788 -130,987	-60%	-$24.6M	0.52%	54
2026 Q1	$35.6M	Buy	+217,775	New	+$36.2M	1.29%	27
2025 Q4	–	Sell	-77,768	Closed	-$11.7M	–	88
2025 Q3	$11.7M	Buy	77,768 +47,768	+159%	+$6.87M	0.25%	79
2025 Q2	$4.17M	Sell	30,000 -52,000	-63%	-$6.46M	0.09%	97
2025 Q1	$9.28M	Buy	+82,000	New	+$9.82M	0.22%	81

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nan Shan Life Insurance's GRID Position: Q2 2026 in Review

Nan Shan Life Insurance reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 60% in Q2 2026, selling an estimated $24.6M and leaving 86,788 shares worth $16.6M. The position accounts for 0.52% of the portfolio, ranked #54.

Nan Shan Life Insurance first reported a position in GRID in Q1 2025 and has held it in 5 quarters since. The position peaked at $35.6M in Q1 2026. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Nan Shan Life Insurance held 86,788 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $16.6M as of Q2 2026.
Nan Shan Life Insurance sold 130,987 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $24.6M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.52% of Nan Shan Life Insurance's portfolio in Q2 2026, its #54 holding.
Nan Shan Life Insurance first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 5 quarters since.
Nan Shan Life Insurance's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $35.6M in Q1 2026.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Nan Shan Life Insurance's 13F filing for Q2 2026, filed 14 Aug 2026.