Private Advisory Group
GRID icon

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

Private Advisory 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
Q3 		$315K Sell
1,777
-66
-4% -$11.9K 0.02% 269
2026
Q2 		$353K Buy
1,843
+85
+5% +$16K 0.02% 243
2026
Q1 		$288K Buy
1,758
+210
+14% +$34.9K 0.02% 245
2025
Q4 		$237K Buy
1,548
+65
+4% +$10K 0.02% 226
2025
Q3 		$224K Sell
1,483
-101
-6% -$14.5K 0.02% 209
2025
Q2 		$220K Buy
+1,584
New +$197K 0.02% 197
2021
Q2 		– Sell
-2,389
Closed -$206K – 145
2021
Q1 		$206K Buy
+2,389
New +$204K 0.06% 117

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Private Advisory Group's GRID Position: Q3 2026 in Review

Private Advisory Group reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.6% in Q3 2026, selling an estimated $11.9K and leaving 1,777 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #269.

Private Advisory Group first reported a position in GRID in Q1 2021 and has held it in 7 quarters since. The position peaked at $353K in Q2 2026. 556 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Private Advisory Group held 1,777 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $315K as of Q3 2026.
  • Private Advisory Group sold 66 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $11.9K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #269 holding.
  • Private Advisory Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 7 quarters since.
  • Private Advisory Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $353K in Q2 2026.
  • 556 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.