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

&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	$6.84M	Buy	35,499 +8,483	+31%	+$1.59M	0.03%	495
2026 Q1	$4.41M	Sell	27,016 -68	-0.3%	-$11.3K	0.02%	563
2025 Q4	$4.14M	Buy	27,084 +6,464	+31%	+$992K	0.02%	562
2025 Q3	$3.11M	Buy	20,620 +194	+0.9%	+$27.9K	0.02%	581
2025 Q2	$2.84M	Buy	20,426 +1,843	+10%	+$229K	0.02%	535
2025 Q1	$2.13M	Buy	18,583 +5,308	+40%	+$635K	0.02%	517
2024 Q4	$1.61M	Buy	13,275 +750	+6%	+$93.3K	0.02%	581
2024 Q3	$1.59M	Buy	+12,525	New	+$1.5M	0.03%	412

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

&Partners's GRID Position: Q2 2026 in Review

&Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 31% in Q2 2026, buying an estimated $1.59M and bringing the position to 35,499 shares worth $6.84M. The position accounts for 0.03% of the portfolio, ranked #495.

&Partners first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

&Partners held 35,499 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $6.84M as of Q2 2026.
&Partners bought 8,483 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.59M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of &Partners's portfolio in Q2 2026, its #495 holding.
&Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.