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

Wealthcare Advisory 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	$9.59M	Buy	49,996 +1,601	+3%	+$301K	0.18%	114
2026 Q1	$7.92M	Buy	48,395 +333	+0.7%	+$55.3K	0.15%	129
2025 Q4	$7.35M	Buy	48,062 +3,139	+7%	+$482K	0.14%	129
2025 Q3	$6.79M	Buy	44,923 +2,740	+6%	+$394K	0.14%	131
2025 Q2	$5.86M	Buy	42,183 +13,398	+47%	+$1.66M	0.13%	138
2025 Q1	$3.26M	Buy	28,785 +26,181	+1,005%	+$3.13M	0.09%	196
2024 Q4	$311K	Buy	+2,604	New	+$324K	0.01%	701

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthcare Advisory Partners's GRID Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.3% in Q2 2026, buying an estimated $301K and bringing the position to 49,996 shares worth $9.59M. The position accounts for 0.18% of the portfolio, ranked #114.

Wealthcare Advisory Partners first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Wealthcare Advisory Partners held 49,996 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.59M as of Q2 2026.
Wealthcare Advisory Partners bought 1,601 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $301K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.18% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #114 holding.
Wealthcare Advisory Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.