Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Steward Partners Investment Advisory’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 		$16.2M Buy
84,636
+16,922
+25% +$3.18M 0.08% 235
2026
Q1 		$11.1M Buy
67,714
+41,110
+155% +$6.83M 0.06% 307
2025
Q4 		$4.07M Buy
26,604
+2,732
+11% +$419K 0.02% 540
2025
Q3 		$3.61M Buy
23,872
+6,677
+39% +$961K 0.02% 569
2025
Q2 		$2.39M Buy
17,195
+561
+3% +$69.7K 0.02% 663
2025
Q1 		$1.88M Buy
16,634
+512
+3% +$61.3K 0.02% 674
2024
Q4 		$1.92M Buy
16,122
+5,394
+50% +$671K 0.02% 653
2024
Q3 		$1.37M Buy
10,728
+5,809
+118% +$693K 0.01% 753
2024
Q2 		$568K Sell
4,919
-566
-10% -$65.9K 0.01% 1008
2024
Q1 		$629K Buy
5,485
+536
+11% +$56.9K 0.01% 962
2023
Q4 		$518K Buy
4,949
+1,671
+51% +$158K 0.01% 992
2023
Q3 		$308K Buy
3,278
+1,605
+96% +$162K ﹤0.01% 1112
2023
Q2 		$176K Buy
1,673
+187
+13% +$18.5K ﹤0.01% 1345
2023
Q1 		$145K Buy
1,486
+59
+4% +$5.54K ﹤0.01% 1424
2022
Q4 		$125K Buy
1,427
+130
+10% +$11.1K ﹤0.01% 1458
2022
Q3 		$98K Buy
1,297
+32
+3% +$2.68K ﹤0.01% 1506
2022
Q2 		$98K Buy
1,265
+109
+9% +$9.25K ﹤0.01% 1503
2022
Q1 		$109K Buy
1,156
+323
+39% +$29.9K ﹤0.01% 1572
2021
Q4 		$86K Buy
833
+104
+14% +$10.5K ﹤0.01% 1659
2021
Q3 		$68K Sell
729
-170
-19% -$16.4K ﹤0.01% 1729
2021
Q2 		$83K Sell
899
-8,366
-90% -$749K ﹤0.01% 2507
2021
Q1 		$800K Buy
+9,265
New +$790K 0.01% 727

Other funds holding GRID

AGUR Provident & Training Funds Management
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
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Steward Partners Investment Advisory's GRID Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 25% in Q2 2026, buying an estimated $3.18M and bringing the position to 84,636 shares worth $16.2M. The position accounts for 0.08% of the portfolio, ranked #235.

Steward Partners Investment Advisory first reported a position in GRID in Q1 2021 and has held it in 22 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Steward Partners Investment Advisory held 84,636 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $16.2M as of Q2 2026.
  • Steward Partners Investment Advisory bought 16,922 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.18M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #235 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 22 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.