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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
Q3 		$552K Buy
3,115
+955
+44% +$173K 0.12% 139
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TrueWealth Advisors's GRID Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 44% in Q3 2026, buying an estimated $173K and bringing the position to 3,115 shares worth $552K. The position accounts for 0.12% of the portfolio, ranked #139.

TrueWealth Advisors first reported a position in GRID in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • TrueWealth Advisors held 3,115 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $552K as of Q3 2026.
  • TrueWealth Advisors bought 955 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $173K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of TrueWealth Advisors's portfolio in Q3 2026, its #139 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 5 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.