Nations Financial Group
GRID icon

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

Nations Financial Group’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
Q3 		$2.37M Buy
13,356
+777
+6% +$140K 0.12% 185
2026
Q2 		$2.41M Buy
12,579
+6,477
+106% +$1.22M 0.12% 191
2026
Q1 		$998K Buy
6,102
+1,063
+21% +$177K 0.05% 363
2025
Q4 		$771K Buy
5,039
+110
+2% +$16.9K 0.04% 419
2025
Q3 		$745K Buy
4,929
+687
+16% +$98.8K 0.05% 401
2025
Q2 		$590K Buy
4,242
+111
+3% +$13.8K 0.04% 413
2025
Q1 		$467K Buy
4,131
+752
+22% +$90K 0.04% 438
2024
Q4 		$403K Buy
3,379
+213
+7% +$26.5K 0.03% 496
2024
Q3 		$403K Buy
3,166
+111
+4% +$13.2K 0.03% 496
2024
Q2 		$353K Buy
3,055
+393
+15% +$45.8K 0.03% 497
2024
Q1 		$305K Sell
2,662
-964
-27% -$102K 0.03% 523
2023
Q4 		$380K Sell
3,626
-786
-18% -$74.3K 0.04% 463
2023
Q3 		$414K Buy
4,412
+1,820
+70% +$184K 0.04% 409
2023
Q2 		$273K Buy
+2,592
New +$257K 0.03% 531

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Nations Financial Group's GRID Position: Q3 2026 in Review

Nations Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 6.2% in Q3 2026, buying an estimated $140K and bringing the position to 13,356 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #185.

Nations Financial Group first reported a position in GRID in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.41M in Q2 2026. 581 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Nations Financial Group held 13,356 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.37M as of Q3 2026.
  • Nations Financial Group bought 777 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $140K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Nations Financial Group's portfolio in Q3 2026, its #185 holding.
  • Nations Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 14 quarters since.
  • Nations Financial Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.41M in Q2 2026.
  • 581 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.