Stifel Financial
GRID

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

Stifel Financial’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 		$65M Buy
339,050
+62,080
+22% +$11.7M 0.05% 327
2026
Q1 		$45.3M Buy
276,970
+15,605
+6% +$2.59M 0.04% 388
2025
Q4 		$40M Buy
261,365
+28,463
+12% +$4.37M 0.04% 410
2025
Q3 		$35.2M Buy
232,902
+33,289
+17% +$4.79M 0.03% 448
2025
Q2 		$27.8M Buy
199,613
+15,692
+9% +$1.95M 0.03% 489
2025
Q1 		$20.8M Buy
183,921
+54,786
+42% +$6.56M 0.02% 541
2024
Q4 		$15.4M Buy
129,135
+4,008
+3% +$499K 0.02% 681
2024
Q3 		$15.9M Buy
125,127
+78,980
+171% +$9.43M 0.02% 682
2024
Q2 		$5.33M Sell
46,147
-1,645
-3% -$192K 0.01% 1094
2024
Q1 		$5.48M Sell
47,792
-33,796
-41% -$3.59M 0.01% 1093
2023
Q4 		$8.55M Sell
81,588
-1,729
-2% -$164K 0.01% 837
2023
Q3 		$7.83M Buy
83,317
+1,252
+2% +$126K 0.01% 819
2023
Q2 		$8.63M Sell
82,065
-914
-1% -$90.5K 0.01% 774
2023
Q1 		$8.11M Sell
82,979
-4,380
-5% -$411K 0.01% 773
2022
Q4 		$7.63M Buy
87,359
+9,682
+12% +$830K 0.01% 777
2022
Q3 		$5.85M Buy
77,677
+2,964
+4% +$249K 0.01% 872
2022
Q2 		$5.8M Buy
74,713
+17,936
+32% +$1.52M 0.01% 900
2022
Q1 		$5.34M Buy
56,777
+4,480
+9% +$414K 0.01% 1024
2021
Q4 		$5.37M Buy
52,297
+9,388
+22% +$945K 0.01% 1038
2021
Q3 		$3.98M Buy
42,909
+3,511
+9% +$338K 0.01% 1148
2021
Q2 		$3.65M Buy
39,398
+34,803
+757% +$3.11M 0.01% 1197
2021
Q1 		$397K Buy
+4,595
New +$392K ﹤0.01% 2622
2018
Q4 		– Sell
-21,138
Closed -$1M – 2728
2018
Q3 		$1M Sell
21,138
-1,147
-5% -$56.8K ﹤0.01% 1665
2018
Q2 		$1.09M Sell
22,285
-1,578
-7% -$79.6K ﹤0.01% 1557
2018
Q1 		$1.19M Buy
23,863
+32
+0.1% +$1.64K ﹤0.01% 1453
2017
Q4 		$1.22M Buy
23,831
+1,288
+6% +$64.7K ﹤0.01% 1400
2017
Q3 		$1.1M Buy
22,543
+114
+0.5% +$5.26K ﹤0.01% 1443
2017
Q2 		$975K Sell
22,429
-25
-0.1% -$1.07K ﹤0.01% 1486
2017
Q1 		$940K Buy
+22,454
New +$922K ﹤0.01% 1475

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

Stifel Financial's GRID Position: Q2 2026 in Review

Stifel Financial increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 22% in Q2 2026, buying an estimated $11.7M and bringing the position to 339,050 shares worth $65M. The position accounts for 0.05% of the portfolio, ranked #327.

Stifel Financial first reported a position in GRID in Q1 2017 and has held it in 29 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Stifel Financial held 339,050 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $65M as of Q2 2026.
  • Stifel Financial bought 62,080 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $11.7M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #327 holding.
  • Stifel Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2017 and has held it in 29 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.