PKS Advisory Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$947K Buy
5,776
+381
+7% +$63.3K 0.22% 98
2025
Q4
$826K Buy
5,395
+2,592
+92% +$398K 0.19% 102
2025
Q3
$423K Buy
+2,803
New +$403K 0.09% 163

Other funds holding GRID

PKS Advisory Services's GRID Position: Q1 2026 in Review

PKS Advisory Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.1% in Q1 2026, buying an estimated $63.3K and bringing the position to 5,776 shares worth $947K. The position accounts for 0.22% of the portfolio, ranked #98.

PKS Advisory Services first reported a position in GRID in Q3 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • PKS Advisory Services held 5,776 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $947K as of Q1 2026.
  • PKS Advisory Services bought 381 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $63.3K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.22% of PKS Advisory Services's portfolio in Q1 2026, its #98 holding.
  • PKS Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.