UAG
GRID

United Advisor Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

United Advisor Group’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 		$1.59M Buy
8,283
+1,297
+19% +$244K 0.17% 153
2026
Q1 		$1.14M Buy
6,986
+697
+11% +$116K 0.14% 170
2025
Q4 		$962K Buy
6,289
+154
+3% +$23.6K 0.12% 185
2025
Q3 		$927K Buy
6,135
+503
+9% +$72.4K 0.12% 172
2025
Q2 		$783K Buy
5,632
+106
+2% +$13.2K 0.14% 158
2025
Q1 		$625K Buy
5,526
+493
+10% +$59K 0.13% 158
2024
Q4 		$601K Buy
5,033
+39
+0.8% +$4.85K 0.12% 176
2024
Q3 		$635K Buy
4,994
+915
+22% +$109K 0.14% 150
2024
Q2 		$471K Buy
4,079
+135
+3% +$15.7K 0.15% 135
2024
Q1 		$452K Buy
+3,944
New +$419K 0.17% 126

Other funds holding GRID

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

United Advisor Group's GRID Position: Q2 2026 in Review

United Advisor Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 19% in Q2 2026, buying an estimated $244K and bringing the position to 8,283 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #153.

United Advisor Group first reported a position in GRID in Q1 2024 and has held it in 10 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • United Advisor Group held 8,283 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.59M as of Q2 2026.
  • United Advisor Group bought 1,297 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $244K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.17% of United Advisor Group's portfolio in Q2 2026, its #153 holding.
  • United Advisor Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 10 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.