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 Q2	–	Sell	-413	Closed	-$67.6K	–	1113
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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

NBT Bank's GRID Position: Q2 2026 in Review

NBT Bank sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026, closing a stake of 413 shares — an estimated $67.6K sold.

NBT Bank first reported a position in GRID in Q4 2023 and held it in 10 quarters. The position peaked at $111K in Q3 2025. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

NBT Bank reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 413 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $67.6K.
NBT Bank first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and held it in 10 quarters.
NBT Bank's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $111K in Q3 2025.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.