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

Nilsine Partners’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	$567K	Sell	2,959 -12	-0.4%	-$2.25K	0.04%	291
2026 Q1	$557K	Sell	2,971 -697	-19%	-$116K	0.04%	273
2025 Q4	$561K	Sell	3,668 -425	-10%	-$65.2K	0.05%	262
2025 Q3	$618K	Sell	4,093 -260	-6%	-$37.4K	0.06%	255
2025 Q2	$605K	Sell	4,353 -50	-1%	-$6.21K	0.06%	242
2025 Q1	$498K	Buy	4,403 +25	+0.6%	+$2.99K	0.05%	246
2024 Q4	$522K	Buy	4,378 +2,635	+151%	+$328K	0.06%	249
2024 Q3	$222K	Sell	1,743 -50	-3%	-$5.97K	0.03%	324
2024 Q2	$207K	Hold	1,793	–	–	0.03%	317
2024 Q1	$205K	Buy	+1,793	New	+$190K	0.03%	324
2023 Q3	–	Sell	-2,045	Closed	-$215K	–	361
2023 Q2	$215K	Sell	2,045 -200	-9%	-$19.8K	0.03%	331
2023 Q1	$219K	Buy	+2,245	New	+$211K	0.03%	321

Other funds holding GRID

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nilsine Partners's GRID Position: Q2 2026 in Review

Nilsine Partners reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.4% in Q2 2026, selling an estimated $2.25K and leaving 2,959 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #291.

Nilsine Partners first reported a position in GRID in Q1 2023 and has held it in 12 quarters since. The position peaked at $618K in Q3 2025. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Nilsine Partners held 2,959 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $567K as of Q2 2026.
Nilsine Partners sold 12 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $2.25K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Nilsine Partners's portfolio in Q2 2026, its #291 holding.
Nilsine Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2023 and has held it in 12 quarters since.
Nilsine Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $618K in Q3 2025.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.