NFG
GRID

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
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% +$13.3K 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nations Financial Group's GRID Position: Q1 2026 in Review

Nations Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 21% in Q1 2026, buying an estimated $177K and bringing the position to 6,102 shares worth $998K. The position accounts for 0.05% of the portfolio, ranked #363.

Nations Financial Group first reported a position in GRID in Q2 2023 and has held it in 12 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Nations Financial Group held 6,102 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $998K as of Q1 2026.
  • Nations Financial Group bought 1,063 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $177K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Nations Financial Group's portfolio in Q1 2026, its #363 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 12 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.