OWA
GRID

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
Q2 		$980K Buy
5,111
+215
+4% +$40.4K 0.21% 102
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

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

Outlook Wealth Advisors's GRID Position: Q2 2026 in Review

Outlook Wealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 4.4% in Q2 2026, buying an estimated $40.4K and bringing the position to 5,111 shares worth $980K. The position accounts for 0.21% of the portfolio, ranked #102.

Outlook Wealth Advisors first reported a position in GRID in Q3 2023 and has held it in 12 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Outlook Wealth Advisors held 5,111 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $980K as of Q2 2026.
  • Outlook Wealth Advisors bought 215 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $40.4K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.21% of Outlook Wealth Advisors's portfolio in Q2 2026, its #102 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 12 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 Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.