OL
GRID

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

Owen LaRue’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 		$5.1M Buy
26,584
+505
+2% +$94.8K 1.77% 16
2026
Q1 		$4.27M Sell
26,079
-8,089
-24% -$1.34M 1.64% 14
2025
Q4 		$5.23M Sell
34,168
-5,669
-14% -$870K 1.99% 12
2025
Q3 		$6.02M Buy
39,837
+6,822
+21% +$981K 2.37% 11
2025
Q2 		$4.59M Buy
33,015
+621
+2% +$77.1K 1.95% 12
2025
Q1 		$3.66M Buy
32,394
+1,012
+3% +$121K 1.83% 15
2024
Q4 		$3.75M Buy
31,382
+436
+1% +$54.3K 1.96% 13
2024
Q3 		$3.94M Buy
30,946
+1,353
+5% +$162K 2.09% 15
2024
Q2 		$3.42M Buy
29,593
+1,477
+5% +$172K 2.12% 14
2024
Q1 		$3.22M Buy
28,116
+2,754
+11% +$292K 2.02% 16
2023
Q4 		$2.66M Sell
25,362
-16
-0.1% -$1.51K 2.53% 11
2023
Q3 		$2.38M Buy
25,378
+1,119
+5% +$113K 2.62% 12
2023
Q2 		$2.55M Buy
24,259
+2,532
+12% +$251K 2.68% 9
2023
Q1 		$1.93M Hold
21,727
– – 2.09% 17
2022
Q4 		$1.93M Buy
+21,727
New +$1.86M 2.09% 17

Other funds holding GRID

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

Owen LaRue's GRID Position: Q2 2026 in Review

Owen LaRue increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.9% in Q2 2026, buying an estimated $94.8K and bringing the position to 26,584 shares worth $5.1M. The position accounts for 1.77% of the portfolio, ranked #16.

Owen LaRue first reported a position in GRID in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.02M in Q3 2025. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Owen LaRue held 26,584 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.1M as of Q2 2026.
  • Owen LaRue bought 505 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $94.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.77% of Owen LaRue's portfolio in Q2 2026, its #16 holding.
  • Owen LaRue first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Owen LaRue's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6.02M 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 Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.