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

VisionPoint Advisory 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 Q3	$259K	Buy	1,462 +235	+19%	+$42.4K	0.04%	382
2026 Q2	$235K	Buy	+1,227	New	+$230K	0.04%	419
2025 Q1	–	Sell	-531	Closed	-$63.3K	–	248
2024 Q4	$63.3K	Buy	+531	New	+$66.1K	0.02%	276
2024 Q3	–	Sell	-516	Closed	-$59.6K	–	457
2024 Q2	$59.6K	Hold	516	–	–	0.02%	253
2024 Q1	$59.1K	Hold	516	–	–	0.02%	246
2023 Q4	$54K	Buy	+516	New	+$48.8K	0.02%	231
2023 Q3	–	Sell	-516	Closed	-$54.2K	–	741
2023 Q2	$54.2K	Buy	+516	New	+$51.1K	0.02%	205

Other funds holding GRID

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

VisionPoint Advisory Group's GRID Position: Q3 2026 in Review

VisionPoint Advisory Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 19% in Q3 2026, buying an estimated $42.4K and bringing the position to 1,462 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #382.

VisionPoint Advisory Group first reported a position in GRID in Q2 2023 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

VisionPoint Advisory Group held 1,462 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $259K as of Q3 2026.
VisionPoint Advisory Group bought 235 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $42.4K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #382 holding.
VisionPoint Advisory Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.