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
Q2 		$18.2M Buy
94,748
+47,485
+100% +$8.92M 0.05% 333
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

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

NewEdge Advisors's GRID Position: Q2 2026 in Review

NewEdge Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 100% in Q2 2026, buying an estimated $8.92M and bringing the position to 94,748 shares worth $18.2M. The position accounts for 0.05% of the portfolio, ranked #333.

NewEdge Advisors first reported a position in GRID in Q3 2022 and has held it in 16 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • NewEdge Advisors held 94,748 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $18.2M as of Q2 2026.
  • NewEdge Advisors bought 47,485 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $8.92M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of NewEdge Advisors's portfolio in Q2 2026, its #333 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 16 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.