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

Smith Asset Management’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
Q3 		$1.15M Buy
6,490
+1,836
+39% +$332K 0.94% 36
2026
Q2 		$892K Buy
+4,654
New +$874K 0.7% 41

Other funds holding GRID

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Smith Asset Management's GRID Position: Q3 2026 in Review

Smith Asset Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 39% in Q3 2026, buying an estimated $332K and bringing the position to 6,490 shares worth $1.15M. The position accounts for 0.94% of the portfolio, ranked #36.

Smith Asset Management first reported a position in GRID in Q2 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Smith Asset Management held 6,490 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.15M as of Q3 2026.
  • Smith Asset Management bought 1,836 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $332K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.94% of Smith Asset Management's portfolio in Q3 2026, its #36 holding.
  • Smith Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Smith Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.