PFS
GRID

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

Prospera Financial Services’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 		$8.89M Buy
46,312
+28,240
+156% +$5.3M 0.13% 172
2026
Q1 		$2.96M Buy
18,072
+3,952
+28% +$657K 0.05% 397
2025
Q4 		$2.16M Sell
14,120
-2,636
-16% -$404K 0.04% 458
2025
Q3 		$2.54M Buy
16,756
+7,750
+86% +$1.11M 0.04% 421
2025
Q2 		$1.26M Buy
9,006
+2,001
+29% +$249K 0.02% 588
2025
Q1 		$794K Buy
7,005
+3,238
+86% +$388K 0.02% 627
2024
Q4 		$450K Buy
3,767
+684
+22% +$85.1K 0.01% 774
2024
Q3 		$393K Buy
3,083
+324
+12% +$38.7K 0.01% 813
2024
Q2 		$319K Buy
2,759
+229
+9% +$26.7K 0.01% 894
2024
Q1 		$290K Buy
2,530
+4
+0.2% +$425 0.01% 913
2023
Q4 		$264K Buy
2,526
+95
+4% +$8.98K 0.01% 896
2023
Q3 		$229K Buy
2,431
+211
+10% +$21.3K 0.01% 905
2023
Q2 		$234K Buy
2,220
+110
+5% +$10.9K 0.01% 904
2023
Q1 		$206K Buy
+2,110
New +$198K 0.01% 897
2022
Q2 		– Sell
-2,349
Closed -$221K – 2020
2022
Q1 		$221K Sell
2,349
-1,699
-42% -$157K 0.01% 854
2021
Q4 		$416K Buy
+4,048
New +$407K 0.02% 621

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

Prospera Financial Services's GRID Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 156% in Q2 2026, buying an estimated $5.3M and bringing the position to 46,312 shares worth $8.89M. The position accounts for 0.13% of the portfolio, ranked #172.

Prospera Financial Services first reported a position in GRID in Q4 2021 and has held it in 16 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Prospera Financial Services held 46,312 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $8.89M as of Q2 2026.
  • Prospera Financial Services bought 28,240 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $5.3M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.13% of Prospera Financial Services's portfolio in Q2 2026, its #172 holding.
  • Prospera Financial Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 16 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.