SFSG
GRID

Sound Financial Strategies Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Sound Financial Strategies Group’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 		$1.18M Buy
6,164
+107
+2% +$20.1K 0.75% 31
2026
Q1 		$991K Sell
6,057
-2,839
-32% -$472K 0.68% 33
2025
Q4 		$1.36M Sell
8,896
-72
-0.8% -$11K 0.96% 23
2025
Q3 		$1.35M Sell
8,968
-1,746
-16% -$251K 0.99% 20
2025
Q2 		$1.49M Sell
10,714
-419
-4% -$52K 1.26% 12
2025
Q1 		$1.26M Buy
+11,133
New +$1.33M 1.12% 15

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

Sound Financial Strategies Group's GRID Position: Q2 2026 in Review

Sound Financial Strategies Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.8% in Q2 2026, buying an estimated $20.1K and bringing the position to 6,164 shares worth $1.18M. The position accounts for 0.75% of the portfolio, ranked #31.

Sound Financial Strategies Group first reported a position in GRID in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q2 2025. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Sound Financial Strategies Group held 6,164 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.18M as of Q2 2026.
  • Sound Financial Strategies Group bought 107 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $20.1K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.75% of Sound Financial Strategies Group's portfolio in Q2 2026, its #31 holding.
  • Sound Financial Strategies Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 6 quarters since.
  • Sound Financial Strategies Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.49M in Q2 2025.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.