RDFA
GRID

Ritter Daniher Financial Advisory’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Ritter Daniher Financial Advisory’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 		$161K Buy
840
+26
+3% +$4.88K 0.02% 182
2026
Q1 		$133K Sell
814
-32
-4% -$5.32K 0.02% 194
2025
Q4 		$129K Buy
+846
New +$130K 0.02% 196

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Ritter Daniher Financial Advisory's GRID Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.2% in Q2 2026, buying an estimated $4.88K and bringing the position to 840 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #182.

Ritter Daniher Financial Advisory first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Ritter Daniher Financial Advisory held 840 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $161K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 26 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $4.88K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #182 holding.
  • Ritter Daniher Financial Advisory first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.