WP
GRID

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

Wealthspan 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
Q1 		$934K Buy
5,707
+1,379
+32% +$229K 0.33% 54
2025
Q4 		$662K Buy
4,328
+90
+2% +$13.8K 0.24% 65
2025
Q3 		$640K Buy
4,238
+969
+30% +$139K 0.24% 61
2025
Q2 		$454K Buy
3,269
+666
+26% +$82.7K 0.19% 73
2025
Q1 		$294K Sell
2,603
-833
-24% -$99.7K 0.14% 92
2024
Q4 		$410K Buy
3,436
+10
+0.3% +$1.25K 0.2% 76
2024
Q3 		$436K Buy
3,426
+198
+6% +$23.6K 0.22% 72
2024
Q2 		$373K Buy
3,228
+130
+4% +$15.1K 0.21% 73
2024
Q1 		$355K Hold
3,098
– – 0.21% 71
2023
Q4 		$324K Sell
3,098
-232
-7% -$21.9K 0.23% 64
2023
Q3 		$313K Sell
3,330
-342
-9% -$34.5K 0.25% 64
2023
Q2 		$386K Sell
3,672
-206
-5% -$20.4K 0.3% 54
2023
Q1 		$379K Sell
3,878
-361
-9% -$33.9K 0.32% 53
2022
Q4 		$370K Buy
4,239
+173
+4% +$14.8K 0.34% 52
2022
Q3 		$306K Sell
4,066
-192
-5% -$16.1K 0.32% 50
2022
Q2 		$330K Buy
4,258
+903
+27% +$76.6K 0.34% 48
2022
Q1 		$316K Buy
3,355
+490
+17% +$45.3K 0.29% 57
2021
Q4 		$294K Buy
+2,865
New +$288K 0.26% 57

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspan Partners's GRID Position: Q1 2026 in Review

Wealthspan Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 32% in Q1 2026, buying an estimated $229K and bringing the position to 5,707 shares worth $934K. The position accounts for 0.33% of the portfolio, ranked #54.

Wealthspan Partners first reported a position in GRID in Q4 2021 and has held it in 18 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Wealthspan Partners held 5,707 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $934K as of Q1 2026.
  • Wealthspan Partners bought 1,379 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $229K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.33% of Wealthspan Partners's portfolio in Q1 2026, its #54 holding.
  • Wealthspan Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 18 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.