SMC
GRID

Smith, Moore & Co’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Smith, Moore & Co’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 		$1.38M Buy
7,197
+1,549
+27% +$291K 0.09% 186
2026
Q1 		$924K Buy
5,648
+1,943
+52% +$323K 0.07% 226
2025
Q4 		$567K Buy
3,705
+1,407
+61% +$216K 0.04% 296
2025
Q3 		$347K Buy
2,298
+833
+57% +$120K 0.03% 376
2025
Q2 		$204K Buy
+1,465
New +$182K 0.02% 492

Other funds holding GRID

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Smith, Moore & Co's GRID Position: Q2 2026 in Review

Smith, Moore & Co increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 27% in Q2 2026, buying an estimated $291K and bringing the position to 7,197 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #186.

Smith, Moore & Co first reported a position in GRID in Q2 2025 and has held it in 5 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Smith, Moore & Co held 7,197 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.38M as of Q2 2026.
  • Smith, Moore & Co bought 1,549 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $291K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.09% of Smith, Moore & Co's portfolio in Q2 2026, its #186 holding.
  • Smith, Moore & Co 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.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.