Prime Capital Investment Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Prime Capital Investment Advisors’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 Q1	$10.5M	Buy	63,949 +39,396	+160%	+$6.55M	0.12%	142
2025 Q4	$3.76M	Buy	24,553 +6,065	+33%	+$931K	0.05%	245
2025 Q3	$2.79M	Buy	18,488 +2,919	+19%	+$420K	0.04%	284
2025 Q2	$2.16M	Sell	15,569 -7,213	-32%	-$896K	0.03%	318
2025 Q1	$2.58M	Buy	22,782 +411	+2%	+$49.2K	0.03%	319
2024 Q4	$2.67M	Buy	+22,371	New	+$2.78M	0.04%	269

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prime Capital Investment Advisors's GRID Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 160% in Q1 2026, buying an estimated $6.55M and bringing the position to 63,949 shares worth $10.5M. The position accounts for 0.12% of the portfolio, ranked #142.

Prime Capital Investment Advisors first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Prime Capital Investment Advisors held 63,949 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $10.5M as of Q1 2026.
Prime Capital Investment Advisors bought 39,396 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $6.55M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #142 holding.
Prime Capital Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 6 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 Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.