SIC
GRID

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

Salem Investment Counselors’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 		$628K Buy
3,275
+430
+15% +$80.8K 0.02% 288
2026
Q1 		$465K Buy
2,845
+1,395
+96% +$232K 0.01% 291
2025
Q4 		$222K Sell
1,450
-320
-18% -$49.1K 0.01% 367
2025
Q3 		$267K Buy
1,770
+220
+14% +$31.6K 0.01% 342
2025
Q2 		$215K Sell
1,550
-780
-33% -$96.9K 0.01% 360
2025
Q1 		$264K Hold
2,330
– – 0.01% 325
2024
Q4 		$278K Sell
2,330
-590
-20% -$73.4K 0.01% 319
2024
Q3 		$372K Hold
2,920
– – 0.01% 298
2024
Q2 		$337K Sell
2,920
-100
-3% -$11.6K 0.01% 295
2024
Q1 		$346K Hold
3,020
– – 0.01% 299
2023
Q4 		$316K Buy
3,020
+100
+3% +$9.46K 0.01% 297
2023
Q3 		$274K Hold
2,920
– – 0.01% 299
2023
Q2 		$307K Buy
2,920
+180
+7% +$17.8K 0.01% 282
2023
Q1 		$268K Hold
2,740
– – 0.01% 307
2022
Q4 		$239K Sell
2,740
-200
-7% -$17.1K 0.01% 309
2022
Q3 		$221K Hold
2,940
– – 0.01% 293
2022
Q2 		$228K Sell
2,940
-60
-2% -$5.09K 0.01% 308
2022
Q1 		$282K Sell
3,000
-915
-23% -$84.6K 0.01% 302
2021
Q4 		$402K Buy
3,915
+505
+15% +$50.8K 0.01% 293
2021
Q3 		$316K Buy
3,410
+2,150
+171% +$207K 0.02% 291
2021
Q2 		$117K Buy
+1,260
New +$113K 0.01% 385

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Salem Investment Counselors's GRID Position: Q2 2026 in Review

Salem Investment Counselors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 15% in Q2 2026, buying an estimated $80.8K and bringing the position to 3,275 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #288.

Salem Investment Counselors first reported a position in GRID in Q2 2021 and has held it in 21 quarters since. 260 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Salem Investment Counselors held 3,275 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $628K as of Q2 2026.
  • Salem Investment Counselors bought 430 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $80.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #288 holding.
  • Salem Investment Counselors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2021 and has held it in 21 quarters since.
  • 260 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.