PSFG
GRID

Park Square Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Park Square Financial Group’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 		$12.7K Buy
+66
New +$12.4K 0.11% 55
2026
Q1 		– Sell
-315
Closed -$37.6K – 276
2025
Q4 		$37.6K Buy
+315
New +$48.3K 0.22% 41
2025
Q3 		– Sell
-32
Closed -$4.45K – 547
2025
Q2 		$4.45K Hold
32
– – ﹤0.01% 752
2025
Q1 		$3.62K Sell
32
-625
-95% -$74.8K ﹤0.01% 784
2024
Q4 		$78.4K Buy
+657
New +$81.8K 0.05% 215

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

Park Square Financial Group's GRID Position: Q2 2026 in Review

Park Square Financial Group opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 66 shares worth $12.7K. The stake represents 0.11% of the portfolio and ranks #55 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in GRID as recently as Q4 2025.

Park Square Financial Group first reported a position in GRID in Q4 2024 and has held it in 5 quarters since. The position peaked at $78.4K in Q4 2024. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Park Square Financial Group held 66 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $12.7K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Park Square Financial Group position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.11% of Park Square Financial Group's portfolio in Q2 2026, its #55 holding.
  • Park Square Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 5 quarters since.
  • Park Square Financial Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $78.4K in Q4 2024.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.