WCP
GRID

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

Wealthcare Capital 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 		$976K Sell
5,092
-317
-6% -$59.5K 0.4% 56
2026
Q1 		$885K Sell
5,409
-214
-4% -$35.6K 0.41% 53
2025
Q4 		$860K Buy
5,623
+77
+1% +$11.8K 0.4% 52
2025
Q3 		$838K Buy
5,546
+108
+2% +$15.5K 0.39% 51
2025
Q2 		$756K Sell
5,438
-6
-0.1% -$745 0.38% 49
2025
Q1 		$616K Buy
+5,444
New +$652K 0.32% 53

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5.9% in Q2 2026, selling an estimated $59.5K and leaving 5,092 shares worth $976K. The position accounts for 0.4% of the portfolio, ranked #56.

Wealthcare Capital Partners first reported a position in GRID in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Wealthcare Capital Partners held 5,092 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $976K as of Q2 2026.
  • Wealthcare Capital Partners sold 317 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $59.5K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.4% of Wealthcare Capital Partners's portfolio in Q2 2026, its #56 holding.
  • Wealthcare Capital Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

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