Wealth Watch Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Wealth Watch Advisors’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 Q1	$539K	Sell	3,292 -816	-20%	-$136K	0.23%	64
2025 Q4	$629K	Buy	+4,108	New	+$630K	0.23%	60

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Watch Advisors's GRID Position: Q1 2026 in Review

Wealth Watch Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 20% in Q1 2026, selling an estimated $136K and leaving 3,292 shares worth $539K. The position accounts for 0.23% of the portfolio, ranked #64.

Wealth Watch Advisors first reported a position in GRID in Q4 2025 and has held it in 2 quarters since. The position peaked at $629K in Q4 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Wealth Watch Advisors held 3,292 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $539K as of Q1 2026.
Wealth Watch Advisors sold 816 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $136K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.23% of Wealth Watch Advisors's portfolio in Q1 2026, its #64 holding.
Wealth Watch Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 2 quarters since.
Wealth Watch Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $629K in Q4 2025.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.