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

Tradition Wealth Management’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	$1.16M	Buy	7,118 +1,560	+28%	+$259K	0.08%	185
2025 Q4	$851K	Buy	5,558 +2,897	+109%	+$444K	0.06%	212
2025 Q3	$402K	Buy	+2,661	New	+$383K	0.03%	322
2024 Q1	–	Sell	-184	Closed	-$19K	–	716
2023 Q4	$19K	Hold	184	–	–	﹤0.01%	852
2023 Q3	$17K	Buy	184 +1	+0.5%	+$101	﹤0.01%	881
2023 Q2	$19K	Hold	183	–	–	﹤0.01%	893
2023 Q1	$18K	Buy	183 +1	+0.5%	+$94	﹤0.01%	854
2022 Q4	$16K	Buy	182 +1	+0.6%	+$86	﹤0.01%	794
2022 Q3	$14K	Hold	181	–	–	﹤0.01%	843
2022 Q2	$14K	Sell	181 -399	-69%	-$33.8K	﹤0.01%	733
2022 Q1	$55K	Hold	580	–	–	0.01%	491
2021 Q4	$60K	Hold	580	–	–	0.01%	494
2021 Q3	$54K	Buy	580 +1	+0.2%	+$96	0.01%	486
2021 Q2	$54K	Hold	579	–	–	0.01%	505
2021 Q1	$50K	Buy	579 +179	+45%	+$15.3K	0.01%	435
2020 Q4	$32K	Buy	+400	New	+$28.9K	0.01%	492

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradition Wealth Management's GRID Position: Q1 2026 in Review

Tradition Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 28% in Q1 2026, buying an estimated $259K and bringing the position to 7,118 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #185.

Tradition Wealth Management first reported a position in GRID in Q4 2020 and has held it in 16 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Tradition Wealth Management held 7,118 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.16M as of Q1 2026.
Tradition Wealth Management bought 1,560 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $259K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.08% of Tradition Wealth Management's portfolio in Q1 2026, its #185 holding.
Tradition Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2020 and has held it in 16 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 Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.