SFPG
GRID

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

Stonebridge Financial Planning 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 		$1.97M Buy
10,294
+696
+7% +$131K 0.63% 47
2026
Q1 		$1.57M Buy
9,598
+489
+5% +$81.3K 0.58% 53
2025
Q4 		$1.39M Buy
9,109
+1,455
+19% +$223K 0.5% 62
2025
Q3 		$1.16M Buy
7,654
+2,400
+46% +$345K 0.43% 69
2025
Q2 		$730K Hold
5,254
– – 0.3% 92
2025
Q1 		$594K Hold
5,254
– – 0.27% 95
2024
Q4 		$627K Hold
5,254
– – 0.28% 92
2024
Q3 		$669K Hold
5,254
– – 0.32% 89
2024
Q2 		$607K Sell
5,254
-206
-4% -$24K 0.31% 91
2024
Q1 		$626K Sell
5,460
-315
-5% -$33.4K 0.33% 85
2023
Q4 		$605K Sell
5,775
-680
-11% -$64.3K 0.35% 77
2023
Q3 		$606K Sell
6,455
-205
-3% -$20.7K 0.39% 67
2023
Q2 		$700K Sell
6,660
-150
-2% -$14.9K 0.43% 63
2023
Q1 		$665K Sell
6,810
-1,160
-15% -$109K 0.43% 66
2022
Q4 		$695K Sell
7,970
-365
-4% -$31.3K 0.46% 65
2022
Q3 		$627K Sell
8,335
-1,640
-16% -$138K 0.44% 62
2022
Q2 		$774K Sell
9,975
-3,015
-23% -$256K 0.53% 55
2022
Q1 		$1.22M Buy
12,990
+80
+0.6% +$7.4K 0.68% 46
2021
Q4 		$1.16M Buy
12,910
+1,055
+9% +$106K 0.61% 46
2021
Q3 		$1.23M Buy
+11,855
New +$1.14M 0.6% 46

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

Stonebridge Financial Planning Group's GRID Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.3% in Q2 2026, buying an estimated $131K and bringing the position to 10,294 shares worth $1.97M. The position accounts for 0.63% of the portfolio, ranked #47.

Stonebridge Financial Planning Group first reported a position in GRID in Q3 2021 and has held it in 20 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Stonebridge Financial Planning Group held 10,294 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.97M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 696 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $131K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.63% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #47 holding.
  • Stonebridge Financial Planning Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 20 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 Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.