Nautilus Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Nautilus Advisors’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	$277K	Hold	1,500	–	–	0.16%	146
2026 Q1	$245K	Hold	1,500	–	–	0.17%	147
2025 Q4	$230K	Hold	1,500	–	–	0.15%	157
2025 Q3	$227K	Hold	1,500	–	–	0.15%	159
2025 Q2	$209K	Buy	+1,500	New	+$186K	0.15%	159

Other funds holding GRID

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Nautilus Advisors's GRID Position: Q2 2026 in Review

Nautilus Advisors held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 1,500 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #146.

Nautilus Advisors first reported a position in GRID in Q2 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Nautilus Advisors held 1,500 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $277K as of Q2 2026.
Nautilus Advisors left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.16% of Nautilus Advisors's portfolio in Q2 2026, its #146 holding.
Nautilus Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and has held it in 5 quarters since.
91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.