TA
GRID

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

TrueWealth Advisors’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 		$414K Buy
2,160
+1
+0% +$188 0.09% 164
2026
Q1 		$353K Hold
2,159
– – 0.09% 182
2025
Q4 		$330K Buy
+2,159
New +$331K 0.09% 185
2025
Q3 		– Sell
-1,494
Closed -$208K – 228
2025
Q2 		$208K Buy
+1,494
New +$186K 0.06% 211

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
AI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TrueWealth Advisors's GRID Position: Q2 2026 in Review

TrueWealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.05% in Q2 2026, buying an estimated $188 and bringing the position to 2,160 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #164.

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

  • TrueWealth Advisors held 2,160 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $414K as of Q2 2026.
  • TrueWealth Advisors bought 1 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share in Q2 2026, an estimated $188.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #164 holding.
  • TrueWealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 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 TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.