PP
GRID

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

PFS 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 		$26.9K Hold
140
– – 0.01% 275
2026
Q1 		$22.9K Buy
140
+36
+35% +$5.98K 0.01% 266
2025
Q4 		$15.9K Buy
104
+64
+160% +$9.82K 0.01% 303
2025
Q3 		$6.01K Hold
40
– – ﹤0.01% 405
2025
Q2 		$5.52K Buy
40
+1
+3% +$124 ﹤0.01% 384
2025
Q1 		$4.46K Hold
39
– – ﹤0.01% 351
2024
Q4 		$4.7K Hold
39
– – ﹤0.01% 357
2024
Q3 		$5K Hold
39
– – ﹤0.01% 352
2024
Q2 		$4.54K Buy
39
+10
+34% +$1.17K ﹤0.01% 346
2024
Q1 		$3.33K Buy
+29
New +$3.08K ﹤0.01% 387

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

PFS Partners's GRID Position: Q2 2026 in Review

PFS Partners held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 140 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #275.

PFS Partners first reported a position in GRID in Q1 2024 and has held it in 10 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • PFS Partners held 140 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $26.9K as of Q2 2026.
  • PFS Partners left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of PFS Partners's portfolio in Q2 2026, its #275 holding.
  • PFS Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 10 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 PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.