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

REAP Financial 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 Q2	$1.46M	Buy	7,615 +2,740	+56%	+$515K	0.25%	43
2026 Q1	$797K	Sell	4,875 -497	-9%	-$82.6K	0.16%	52
2025 Q4	$822K	Buy	5,372 +2,464	+85%	+$378K	0.17%	54
2025 Q3	$439K	Buy	2,908 +1,733	+147%	+$249K	0.1%	69
2025 Q2	$163K	Buy	1,175 +3	+0.3%	+$373	0.04%	129
2025 Q1	$133K	Hold	1,172	–	–	0.03%	134
2024 Q4	$140K	Sell	1,172 -3	-0.3%	-$373	0.03%	133
2024 Q3	$150K	Sell	1,175 -272	-19%	-$32.5K	0.04%	132
2024 Q2	$167K	Sell	1,447 -234	-14%	-$27.3K	0.05%	126
2024 Q1	$193K	Sell	1,681 -73	-4%	-$7.75K	0.05%	124
2023 Q4	$184K	Buy	+1,754	New	+$166K	0.05%	145

Other funds holding GRID

APTFM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

REAP Financial Group's GRID Position: Q2 2026 in Review

REAP Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 56% in Q2 2026, buying an estimated $515K and bringing the position to 7,615 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #43.

REAP Financial Group first reported a position in GRID in Q4 2023 and has held it in 11 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

REAP Financial Group held 7,615 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.46M as of Q2 2026.
REAP Financial Group bought 2,740 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $515K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.25% of REAP Financial Group's portfolio in Q2 2026, its #43 holding.
REAP Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 11 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 REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.