SWA
GRID

Stratos Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Stratos Wealth Advisors’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
Q1 		$229K Hold
1,400
– – 0.01% 553
2025
Q4 		$214K Buy
+1,400
New +$215K 0.01% 614
2021
Q2 		– Sell
-3,502
Closed -$302K – 542
2021
Q1 		$302K Buy
+3,502
New +$299K 0.03% 391

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Advisors's GRID Position: Q1 2026 in Review

Stratos Wealth Advisors held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q1 2026 at 1,400 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #553.

Stratos Wealth Advisors first reported a position in GRID in Q1 2021 and has held it in 3 quarters since. The position peaked at $302K in Q1 2021. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Stratos Wealth Advisors held 1,400 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $229K as of Q1 2026.
  • Stratos Wealth Advisors left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q1 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #553 holding.
  • Stratos Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 3 quarters since.
  • Stratos Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $302K in Q1 2021.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.