Sanctuary Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Sanctuary Advisors’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	$5.88M	Buy	30,669 +926	+3%	+$174K	0.03%	555
2026 Q1	$4.87M	Buy	29,743 +340	+1%	+$56.5K	0.03%	571
2025 Q4	$4.5M	Buy	29,403 +7,282	+33%	+$1.12M	0.02%	586
2025 Q3	$3.34M	Buy	22,121 +823	+4%	+$118K	0.02%	663
2025 Q2	$2.96M	Buy	21,298 +1,062	+5%	+$132K	0.02%	689
2025 Q1	$2.29M	Buy	20,236 +1,284	+7%	+$154K	0.02%	732
2024 Q4	$2.3M	Buy	18,952 +119	+0.6%	+$14.8K	0.01%	799
2024 Q3	$2.36M	Buy	18,833 +9,188	+95%	+$1.1M	0.02%	780
2024 Q2	$1.1M	Buy	+9,645	New	+$1.12M	0.01%	1150

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors's GRID Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.1% in Q2 2026, buying an estimated $174K and bringing the position to 30,669 shares worth $5.88M. The position accounts for 0.03% of the portfolio, ranked #555.

Sanctuary Advisors first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Sanctuary Advisors held 30,669 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.88M as of Q2 2026.
Sanctuary Advisors bought 926 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $174K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #555 holding.
Sanctuary Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 9 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.