Wealth Enhancement Advisory Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Wealth Enhancement Advisory Services’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	$1.64M	Buy	8,866 +3,386	+62%	+$636K	﹤0.01%	1712
2026 Q1	$909K	Sell	5,480 -570	-9%	-$94.7K	﹤0.01%	1868
2025 Q4	$952K	Buy	6,050 +1,009	+20%	+$155K	﹤0.01%	1997
2025 Q3	$764K	Buy	5,041 +1,030	+26%	+$148K	﹤0.01%	2041
2025 Q2	$561K	Sell	4,011 -278	-6%	-$34.5K	﹤0.01%	2144
2025 Q1	$485K	Buy	4,289 +978	+30%	+$117K	﹤0.01%	2093
2024 Q4	$395K	Buy	3,311 +471	+17%	+$58.6K	﹤0.01%	2164
2024 Q3	$361K	Buy	+2,840	New	+$339K	﹤0.01%	2053

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

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

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

Wealth Enhancement Advisory Services's GRID Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 62% in Q2 2026, buying an estimated $636K and bringing the position to 8,866 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Wealth Enhancement Advisory Services first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Wealth Enhancement Advisory Services held 8,866 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.64M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,386 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $636K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1712 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.