NA
GRID

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

NewEdge 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
Q1 		$7.73M Buy
47,263
+16,245
+52% +$2.7M 0.03% 527
2025
Q4 		$4.75M Buy
31,018
+15,860
+105% +$2.43M 0.02% 678
2025
Q3 		$2.29M Buy
15,158
+3,383
+29% +$487K 0.01% 945
2025
Q2 		$1.64M Sell
11,775
-7,114
-38% -$884K 0.01% 1032
2025
Q1 		$2.14M Buy
18,889
+807
+4% +$96.6K 0.01% 833
2024
Q4 		$2.16M Buy
18,082
+7,801
+76% +$971K 0.01% 802
2024
Q3 		$1.31M Buy
10,281
+2,855
+38% +$341K 0.01% 978
2024
Q2 		$858K Buy
7,426
+231
+3% +$26.9K 0.01% 1145
2024
Q1 		$825K Sell
7,195
-176
-2% -$18.7K 0.01% 1094
2023
Q4 		$744K Sell
7,371
-23,245
-76% -$2.2M 0.01% 1087
2023
Q3 		$2.87M Buy
30,616
+3,838
+14% +$388K 0.03% 466
2023
Q2 		$2.81M Buy
26,778
+587
+2% +$58.1K 0.03% 476
2023
Q1 		$2.56M Buy
26,191
+5,194
+25% +$488K 0.03% 457
2022
Q4 		$1.55M Buy
20,997
+4,514
+27% +$387K 0.04% 385
2022
Q3 		$1.24M Buy
+16,483
New +$1.38M 0.02% 565

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

NewEdge Advisors's GRID Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 52% in Q1 2026, buying an estimated $2.7M and bringing the position to 47,263 shares worth $7.73M. The position accounts for 0.03% of the portfolio, ranked #527.

NewEdge Advisors first reported a position in GRID in Q3 2022 and has held it in 15 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • NewEdge Advisors held 47,263 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.73M as of Q1 2026.
  • NewEdge Advisors bought 16,245 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $2.7M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #527 holding.
  • NewEdge Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2022 and has held it in 15 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.