Root Financial Partners
GRID icon

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

Root Financial Partners’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
Q3 		$36.5K Buy
+206
New +$37.2K ﹤0.01% 1244
2025
Q4 		– Sell
-99
Closed -$15K – 2475
2025
Q3 		$15K Buy
+99
New +$14.2K ﹤0.01% 1266

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Root Financial Partners's GRID Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2026: 206 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GRID as recently as Q3 2025.

Root Financial Partners first reported a position in GRID in Q3 2025 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Root Financial Partners held 206 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $36.5K as of Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Root Financial Partners position in Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1244 holding.
  • Root Financial Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.