SA
GRID

Sacks & Associates’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Sacks & Associates’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 		$521K Buy
2,908
+551
+23% +$103K 0.35% 52
2026
Q1 		$386K Hold
2,357
– – 0.29% 58
2025
Q4 		$361K Buy
+2,357
New +$362K 0.26% 60

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

Sacks & Associates's GRID Position: Q2 2026 in Review

Sacks & Associates increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 23% in Q2 2026, buying an estimated $103K and bringing the position to 2,908 shares worth $521K. The position accounts for 0.35% of the portfolio, ranked #52.

Sacks & Associates first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Sacks & Associates held 2,908 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $521K as of Q2 2026.
  • Sacks & Associates bought 551 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $103K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.35% of Sacks & Associates's portfolio in Q2 2026, its #52 holding.
  • Sacks & Associates 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.
  • 622 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.