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 Q2	$1.82M	Buy	9,503 +2,385	+34%	+$448K	0.11%	162
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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Tradition Wealth Management's GRID Position: Q2 2026 in Review

Tradition Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 34% in Q2 2026, buying an estimated $448K and bringing the position to 9,503 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #162.

Tradition Wealth Management first reported a position in GRID in Q4 2020 and has held it in 17 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Tradition Wealth Management held 9,503 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.82M as of Q2 2026.
Tradition Wealth Management bought 2,385 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $448K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.11% of Tradition Wealth Management's portfolio in Q2 2026, its #162 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 17 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 Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.