Proactive Wealth Strategies’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Proactive Wealth Strategies’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	$1.4M	Buy	7,923 +17	+0.2%	+$3.07K	0.22%	100
2026 Q2	$1.52M	Buy	7,906 +29	+0.4%	+$5.45K	0.24%	95
2026 Q1	$1.29M	Buy	7,877 +3,866	+96%	+$643K	0.24%	92
2025 Q4	$614K	Sell	4,011 -43	-1%	-$6.6K	0.24%	89
2025 Q3	$612K	Buy	4,054 +6	+0.1%	+$863	0.26%	81
2025 Q2	$563K	Sell	4,048 -1,028	-20%	-$128K	0.27%	83
2025 Q1	$574K	Sell	5,076 -64	-1%	-$7.66K	0.31%	77
2024 Q4	$613K	Buy	5,140 +61	+1%	+$7.59K	0.32%	75
2024 Q3	$646K	Buy	+5,079	New	+$606K	0.36%	68

Other funds holding GRID

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Proactive Wealth Strategies's GRID Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.22% in Q3 2026, buying an estimated $3.07K and bringing the position to 7,923 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #100.

Proactive Wealth Strategies first reported a position in GRID in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2026. 438 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Proactive Wealth Strategies held 7,923 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.4M as of Q3 2026.
Proactive Wealth Strategies bought 17 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $3.07K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.22% of Proactive Wealth Strategies's portfolio in Q3 2026, its #100 holding.
Proactive Wealth Strategies first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.52M in Q2 2026.
438 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.