SAF
GRID

Smith Anglin Financial’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$2.75M Buy
19,755
+9,100
+85% +$1.13M 0.25% 41
2025
Q1 		$1.21M Buy
10,655
+2,173
+26% +$260K 0.13% 68
2024
Q4 		$1.01M Buy
8,482
+1,751
+26% +$218K 0.1% 77
2024
Q3 		$856K Buy
+6,731
New +$803K 0.08% 84

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Smith Anglin Financial's GRID Position: Q2 2025 in Review

Smith Anglin Financial increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 85% in Q2 2025, buying an estimated $1.13M and bringing the position to 19,755 shares worth $2.75M. The position accounts for 0.25% of the portfolio, ranked #41.

Smith Anglin Financial first reported a position in GRID in Q3 2024 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

  • Smith Anglin Financial held 19,755 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.75M as of Q2 2025.
  • Smith Anglin Financial bought 9,100 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $1.13M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.25% of Smith Anglin Financial's portfolio in Q2 2025, its #41 holding.
  • Smith Anglin Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.