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

Symphony Financial Services’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	$1.02M	Buy	5,301 +385	+8%	+$72.3K	0.46%	35
2026 Q1	$804K	Buy	4,916 +251	+5%	+$41.7K	0.41%	41
2025 Q4	$714K	Buy	4,665 +2,800	+150%	+$430K	0.37%	43
2025 Q3	$282K	Buy	+1,865	New	+$268K	0.15%	73

Other funds holding GRID

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symphony Financial Services's GRID Position: Q2 2026 in Review

Symphony Financial Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.8% in Q2 2026, buying an estimated $72.3K and bringing the position to 5,301 shares worth $1.02M. The position accounts for 0.46% of the portfolio, ranked #35.

Symphony Financial Services first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Symphony Financial Services held 5,301 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.02M as of Q2 2026.
Symphony Financial Services bought 385 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $72.3K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.46% of Symphony Financial Services's portfolio in Q2 2026, its #35 holding.
Symphony Financial Services 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.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.