RIL
GRID

Rothschild Investment LLC’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Rothschild Investment LLC’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 		$86.3K Buy
450
+200
+80% +$37.6K ﹤0.01% 1104
2026
Q1 		$40.9K Hold
250
– – ﹤0.01% 1184
2025
Q4 		$38.3K Hold
250
– – ﹤0.01% 1104
2025
Q3 		$37.8K Hold
250
– – ﹤0.01% 1074
2025
Q2 		$34.8K Hold
250
– – ﹤0.01% 876
2025
Q1 		$28.3K Hold
250
– – ﹤0.01% 911
2024
Q4 		$29.8K Buy
+250
New +$31.1K ﹤0.01% 908

Other funds holding GRID

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rothschild Investment LLC's GRID Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 80% in Q2 2026, buying an estimated $37.6K and bringing the position to 450 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Rothschild Investment LLC first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 544 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Rothschild Investment LLC held 450 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $86.3K as of Q2 2026.
  • Rothschild Investment LLC bought 200 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $37.6K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1104 holding.
  • Rothschild Investment LLC 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.
  • 544 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.