NB
GRID

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

NBT Bank’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 		$67.6K Buy
413
+260
+170% +$43.2K ﹤0.01% 477
2025
Q4 		$63.2K Buy
153
+2
+1% +$307 ﹤0.01% 478
2025
Q3 		$111K Sell
151
-582
-79% -$83.7K 0.01% 412
2025
Q2 		$102K Hold
733
– – 0.01% 422
2025
Q1 		$82.9K Hold
733
– – 0.01% 438
2024
Q4 		$87.5K Hold
733
– – 0.01% 436
2024
Q3 		$93.3K Hold
733
– – 0.01% 443
2024
Q2 		$84.7K Sell
733
-42
-5% -$4.89K 0.01% 385
2024
Q1 		$88.8K Hold
775
– – 0.01% 383
2023
Q4 		$81.2K Buy
+775
New +$73.3K 0.01% 385

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

NBT Bank's GRID Position: Q1 2026 in Review

NBT Bank increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 170% in Q1 2026, buying an estimated $43.2K and bringing the position to 413 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

NBT Bank first reported a position in GRID in Q4 2023 and has held it in 10 quarters since. The position peaked at $111K in Q3 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • NBT Bank held 413 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $67.6K as of Q1 2026.
  • NBT Bank bought 260 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $43.2K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #477 holding.
  • NBT Bank first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $111K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.