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

Narus Financial Partners’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	–	Sell	-1,677	Closed	-$274K	–	182
2026 Q1	$274K	Sell	1,677 -876	-34%	-$146K	0.07%	140
2025 Q4	$391K	Buy	2,553 +111	+5%	+$17K	0.11%	115
2025 Q3	$369K	Buy	2,442 +875	+56%	+$126K	0.1%	119
2025 Q2	$218K	Buy	+1,567	New	+$195K	0.07%	149

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

Narus Financial Partners's GRID Position: Q2 2026 in Review

Narus Financial Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026, closing a stake of 1,677 shares — an estimated $274K sold.

Narus Financial Partners first reported a position in GRID in Q2 2025 and held it in 4 quarters. The position peaked at $391K in Q4 2025. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Narus Financial Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2026 after selling out during the quarter.
Narus Financial Partners sold 1,677 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $274K.
Narus Financial Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and held it in 4 quarters.
Narus Financial Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $391K in Q4 2025.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.