SP
GRID

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

Sequent Planning’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 		$1.16M Sell
6,025
-1,847
-23% -$347K 0.25% 85
2026
Q1 		$1.29M Buy
7,872
+366
+5% +$60.8K 0.31% 74
2025
Q4 		$1.15M Buy
7,506
+6,171
+462% +$947K 0.29% 78
2025
Q3 		$202K Buy
+1,335
New +$192K 0.06% 198

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

Sequent Planning's GRID Position: Q2 2026 in Review

Sequent Planning reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 23% in Q2 2026, selling an estimated $347K and leaving 6,025 shares worth $1.16M. The position accounts for 0.25% of the portfolio, ranked #85.

Sequent Planning first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q1 2026. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Sequent Planning held 6,025 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.16M as of Q2 2026.
  • Sequent Planning sold 1,847 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $347K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.25% of Sequent Planning's portfolio in Q2 2026, its #85 holding.
  • Sequent Planning first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Sequent Planning's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.29M in Q1 2026.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.