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WealthPlan Investment Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

WealthPlan Investment Management’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 		$578K Sell
3,016
-428
-12% -$80.4K 0.03% 296
2026
Q1 		$563K Buy
3,444
+625
+22% +$104K 0.03% 286
2025
Q4 		$431K Buy
+2,819
New +$432K 0.03% 273

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

WealthPlan Investment Management's GRID Position: Q2 2026 in Review

WealthPlan Investment Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q2 2026, selling an estimated $80.4K and leaving 3,016 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #296.

WealthPlan Investment Management first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • WealthPlan Investment Management held 3,016 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $578K as of Q2 2026.
  • WealthPlan Investment Management sold 428 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $80.4K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #296 holding.
  • WealthPlan Investment Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.