Southern Capital Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Southern Capital Services’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	$5.7M	Buy	29,720 +2,507	+9%	+$471K	3.2%	14
2026 Q1	$4.45M	Buy	27,213 +10,200	+60%	+$1.7M	2.86%	15
2025 Q4	$2.6M	Buy	+17,013	New	+$2.61M	1.64%	18

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Southern Capital Services's GRID Position: Q2 2026 in Review

Southern Capital Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 9.2% in Q2 2026, buying an estimated $471K and bringing the position to 29,720 shares worth $5.7M. The position accounts for 3.2% of the portfolio, ranked #14.

Southern Capital Services first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Southern Capital Services held 29,720 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.7M as of Q2 2026.
Southern Capital Services bought 2,507 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $471K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 3.2% of Southern Capital Services's portfolio in Q2 2026, its #14 holding.
Southern Capital Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
623 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Southern Capital Services's 13F filing for Q2 2026, filed 23 Jul 2026.