SS
GRID

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

Sunbelt Securities’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 		$2.38M Buy
14,529
+2,516
+21% +$418K 0.15% 126
2025
Q4 		$1.84M Buy
12,013
+2,731
+29% +$419K 0.12% 141
2025
Q3 		$1.4M Buy
+9,282
New +$1.34M 0.1% 180
2024
Q3 		– Sell
-185
Closed -$22.1K – 1880
2024
Q2 		$21.4K Buy
+185
New +$21.6K ﹤0.01% 1123

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

Sunbelt Securities's GRID Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 21% in Q1 2026, buying an estimated $418K and bringing the position to 14,529 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #126.

Sunbelt Securities first reported a position in GRID in Q2 2024 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Sunbelt Securities held 14,529 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.38M as of Q1 2026.
  • Sunbelt Securities bought 2,516 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $418K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.15% of Sunbelt Securities's portfolio in Q1 2026, its #126 holding.
  • Sunbelt Securities first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.