UBS AM
GRID

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

UBS AM’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 		$298K Hold
1,554
– – ﹤0.01% 2645
2026
Q1 		$254K Buy
1,554
+448
+41% +$74.5K ﹤0.01% 2686
2025
Q4 		$169K Buy
+1,106
New +$170K ﹤0.01% 2478

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS AM's GRID Position: Q2 2026 in Review

UBS AM held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 1,554 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

UBS AM first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • UBS AM held 1,554 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $298K as of Q2 2026.
  • UBS AM left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2645 holding.
  • UBS AM first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.