RFA
GRID

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

Resurgent Financial Advisors’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
Q1 		$603K Sell
3,689
-87
-2% -$14.5K 0.22% 111
2025
Q4 		$578K Buy
3,776
+400
+12% +$61.4K 0.29% 101
2025
Q3 		$510K Buy
+3,376
New +$486K 0.25% 119

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resurgent Financial Advisors's GRID Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2.3% in Q1 2026, selling an estimated $14.5K and leaving 3,689 shares worth $603K. The position accounts for 0.22% of the portfolio, ranked #111.

Resurgent Financial Advisors first reported a position in GRID in Q3 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Resurgent Financial Advisors held 3,689 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $603K as of Q1 2026.
  • Resurgent Financial Advisors sold 87 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $14.5K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.22% of Resurgent Financial Advisors's portfolio in Q1 2026, its #111 holding.
  • Resurgent Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.