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

Outlook Wealth 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	$801K	Buy	4,896 +322	+7%	+$53.5K	0.19%	113
2025 Q4	$700K	Sell	4,574 -89	-2%	-$13.7K	0.16%	130
2025 Q3	$704K	Sell	4,663 -105	-2%	-$15.1K	0.18%	119
2025 Q2	$663K	Sell	4,768 -8	-0.2%	-$994	0.17%	116
2025 Q1	$540K	Buy	4,776 +765	+19%	+$91.6K	0.15%	128
2024 Q4	$479K	Sell	4,011 -302	-7%	-$37.6K	0.14%	144
2024 Q3	$549K	Buy	4,313 +51	+1%	+$6.09K	0.16%	121
2024 Q2	$807K	Sell	4,262 -76	-2%	-$8.85K	0.25%	80
2024 Q1	$497K	Buy	4,338 +160	+4%	+$17K	0.15%	138
2023 Q4	$437K	Sell	4,178 -293	-7%	-$27.7K	0.15%	135
2023 Q3	$420K	Buy	+4,471	New	+$452K	0.16%	133

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Outlook Wealth Advisors's GRID Position: Q1 2026 in Review

Outlook Wealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7% in Q1 2026, buying an estimated $53.5K and bringing the position to 4,896 shares worth $801K. The position accounts for 0.19% of the portfolio, ranked #113.

Outlook Wealth Advisors first reported a position in GRID in Q3 2023 and has held it in 11 quarters since. The position peaked at $807K in Q2 2024. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Outlook Wealth Advisors held 4,896 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $801K as of Q1 2026.
Outlook Wealth Advisors bought 322 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $53.5K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.19% of Outlook Wealth Advisors's portfolio in Q1 2026, its #113 holding.
Outlook Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 11 quarters since.
Outlook Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $807K in Q2 2024.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.