VAG
GRID

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
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

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

VisionPoint Advisory Group's GRID Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 1,227 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #419 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in GRID as recently as Q4 2024.

VisionPoint Advisory Group first reported a position in GRID in Q2 2023 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • VisionPoint Advisory Group held 1,227 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $235K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new VisionPoint Advisory Group position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #419 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 6 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.