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

Westfuller 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
Q3 		$193K Buy
1,088
+2
+0.2% +$361 0.06% 177
2026
Q2 		$208K Buy
1,086
+3
+0.3% +$563 0.08% 147
2026
Q1 		$177K Hold
1,083
– – 0.08% 141
2025
Q4 		$166K Buy
1,083
+2
+0.2% +$307 0.07% 164
2025
Q3 		$163K Buy
+1,081
New +$156K 0.07% 169

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Westfuller Advisors's GRID Position: Q3 2026 in Review

Westfuller Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.18% in Q3 2026, buying an estimated $361 and bringing the position to 1,088 shares worth $193K. The position accounts for 0.06% of the portfolio, ranked #177.

Westfuller Advisors first reported a position in GRID in Q3 2025 and has held it in 5 quarters since. The position peaked at $208K in Q2 2026. 508 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Westfuller Advisors held 1,088 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $193K as of Q3 2026.
  • Westfuller Advisors bought 2 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $361.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Westfuller Advisors's portfolio in Q3 2026, its #177 holding.
  • Westfuller Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $208K in Q2 2026.
  • 508 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.