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

Seaview Investment Managers’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 		$1.58M Buy
8,255
+906
+12% +$170K 0.47% 38
2026
Q1 		$1.2M Buy
7,349
+547
+8% +$90.9K 0.43% 39
2025
Q4 		$1.04M Sell
6,802
-1,110
-14% -$170K 0.39% 40
2025
Q3 		$1.2M Sell
7,912
-1,337
-14% -$192K 0.44% 37
2025
Q2 		$1.29M Sell
9,249
-956
-9% -$119K 0.27% 47
2025
Q1 		$1.15M Buy
10,205
+496
+5% +$59.4K 0.28% 46
2024
Q4 		$1.16M Sell
9,709
-6,492
-40% -$808K 0.32% 44
2024
Q3 		$2.06M Buy
+16,201
New +$1.93M 0.62% 41
2024
Q1 		– Sell
-22,276
Closed -$2.33M – 100
2023
Q4 		$2.33M Sell
22,276
-268
-1% -$25.3K 0.75% 38
2023
Q3 		$2.12M Buy
22,544
+352
+2% +$35.5K 0.71% 38
2023
Q2 		$2.33M Sell
22,192
-1,292
-6% -$128K 0.76% 38
2023
Q1 		$2.29M Sell
23,484
-711
-3% -$66.8K 0.79% 39
2022
Q4 		$2.11M Sell
24,195
-121
-0.5% -$10.4K 0.84% 39
2022
Q3 		$1.83M Buy
24,316
+1,211
+5% +$102K 0.75% 41
2022
Q2 		$1.79M Buy
23,105
+377
+2% +$32K 0.81% 36
2022
Q1 		$2.14M Buy
22,728
+433
+2% +$40.1K 0.71% 38
2021
Q4 		$2.29M Buy
22,295
+4,713
+27% +$474K 0.81% 39
2021
Q3 		$1.63M Buy
17,582
+14,566
+483% +$1.4M 0.78% 37
2021
Q2 		$280K Buy
+3,016
New +$270K 0.14% 76

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Seaview Investment Managers's GRID Position: Q2 2026 in Review

Seaview Investment Managers increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q2 2026, buying an estimated $170K and bringing the position to 8,255 shares worth $1.58M. The position accounts for 0.47% of the portfolio, ranked #38.

Seaview Investment Managers first reported a position in GRID in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q2 2023. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Seaview Investment Managers held 8,255 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.58M as of Q2 2026.
  • Seaview Investment Managers bought 906 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $170K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.47% of Seaview Investment Managers's portfolio in Q2 2026, its #38 holding.
  • Seaview Investment Managers first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2021 and has held it in 19 quarters since.
  • Seaview Investment Managers's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.33M in Q2 2023.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

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