SEIA
GRID

Signature Estate & Investment Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Signature Estate & Investment 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 		$2.98M Buy
15,537
+4,766
+44% +$895K 0.05% 142
2026
Q1 		$1.76M Buy
10,771
+4,073
+61% +$677K 0.04% 182
2025
Q4 		$1.02M Buy
6,698
+3,076
+85% +$472K 0.02% 253
2025
Q3 		$547K Buy
3,622
+189
+6% +$27.2K 0.01% 368
2025
Q2 		$477K Buy
+3,433
New +$426K 0.01% 373

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Signature Estate & Investment Advisors's GRID Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 44% in Q2 2026, buying an estimated $895K and bringing the position to 15,537 shares worth $2.98M. The position accounts for 0.05% of the portfolio, ranked #142.

Signature Estate & Investment Advisors first reported a position in GRID in Q2 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Signature Estate & Investment Advisors held 15,537 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.98M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 4,766 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $895K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Signature Estate & Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.