VVP
GRID

Venture Visionary Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Venture Visionary Partners’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 		$233K Buy
+1,217
New +$229K 0.01% 639
2025
Q3 		– Sell
-11,624
Closed -$1.62M – 654
2025
Q2 		$1.62M Sell
11,624
-35,141
-75% -$4.36M 0.06% 232
2025
Q1 		$5.29M Buy
46,765
+15,957
+52% +$1.91M 0.22% 113
2024
Q4 		$3.68M Buy
+30,808
New +$3.83M 0.16% 143

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

Venture Visionary Partners's GRID Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 1,217 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in GRID as recently as Q2 2025.

Venture Visionary Partners first reported a position in GRID in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.29M in Q1 2025. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Venture Visionary Partners held 1,217 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $233K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Venture Visionary Partners position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #639 holding.
  • Venture Visionary Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 4 quarters since.
  • Venture Visionary Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $5.29M in Q1 2025.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.