TradeWell Securities
GRID icon

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

TradeWell 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
Q3 		$2.13M Buy
12,022
+2,406
+25% +$435K 0.72% 21
2026
Q2 		$1.84M Buy
9,616
+2,333
+32% +$438K 0.66% 21
2026
Q1 		$1.17M Buy
+7,283
New +$1.21M 0.49% 26

Other funds holding GRID

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Mivtachim The Workers Social Insurance Fund
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $659M AUM 50.04% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

TradeWell Securities's GRID Position: Q3 2026 in Review

TradeWell Securities increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 25% in Q3 2026, buying an estimated $435K and bringing the position to 12,022 shares worth $2.13M. The position accounts for 0.72% of the portfolio, ranked #21.

TradeWell Securities first reported a position in GRID in Q1 2026 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • TradeWell Securities held 12,022 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.13M as of Q3 2026.
  • TradeWell Securities bought 2,406 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $435K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.72% of TradeWell Securities's portfolio in Q3 2026, its #21 holding.
  • TradeWell Securities first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.