SF
GRID

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

Summit 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 		$3.45M Buy
17,993
+6,149
+52% +$1.15M 0.04% 453
2026
Q1 		$1.94M Buy
11,844
+3,093
+35% +$514K 0.02% 585
2025
Q4 		$1.34M Buy
8,751
+5,840
+201% +$896K 0.02% 582
2025
Q3 		$440K Buy
+2,911
New +$419K 0.01% 919

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

Summit Financial's GRID Position: Q2 2026 in Review

Summit Financial increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 52% in Q2 2026, buying an estimated $1.15M and bringing the position to 17,993 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #453.

Summit Financial first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Summit Financial held 17,993 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.45M as of Q2 2026.
  • Summit Financial bought 6,149 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.15M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Summit Financial's portfolio in Q2 2026, its #453 holding.
  • Summit Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 4 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.