Next Level Wealth Planning
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Next Level Wealth Planning’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Next Level Wealth Planning’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
Q3 		$18.2K Buy
+103
New +$18.6K 0.01% 278

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Next Level Wealth Planning's GRID Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2026: 103 shares worth $18.2K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings.

376 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Next Level Wealth Planning held 103 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $18.2K as of Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Next Level Wealth Planning position in Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #278 holding.
  • 376 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.