Raymond James Financial
GRID

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

Raymond James Financial’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 		$249M Buy
1,298,789
+336,375
+35% +$63.2M 0.07% 252
2026
Q1 		$157M Buy
962,414
+253,640
+36% +$42.2M 0.05% 352
2025
Q4 		$108M Buy
708,774
+219,977
+45% +$33.7M 0.03% 469
2025
Q3 		$73.8M Buy
488,797
+160,351
+49% +$23.1M 0.02% 608
2025
Q2 		$45.7M Buy
328,446
+27,411
+9% +$3.4M 0.02% 812
2025
Q1 		$34.1M Buy
301,035
+31,113
+12% +$3.72M 0.01% 944
2024
Q4 		$32.2M Buy
+269,922
New +$33.6M 0.01% 987

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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
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

Raymond James Financial's GRID Position: Q2 2026 in Review

Raymond James Financial increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 35% in Q2 2026, buying an estimated $63.2M and bringing the position to 1,298,789 shares worth $249M. The position accounts for 0.07% of the portfolio, ranked #252.

Raymond James Financial first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Raymond James Financial held 1,298,789 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $249M as of Q2 2026.
  • Raymond James Financial bought 336,375 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $63.2M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Raymond James Financial's portfolio in Q2 2026, its #252 holding.
  • Raymond James Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.