WEG
GRID

World Equity Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

World Equity Group’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 		$365K Sell
1,905
-223
-10% -$41.9K 0.08% 273
2026
Q1 		$348K Buy
2,128
+205
+11% +$34.1K 0.09% 263
2025
Q4 		$294K Sell
1,923
-13,989
-88% -$2.15M 0.08% 270
2025
Q3 		$2.4M Buy
15,912
+13,971
+720% +$2.01M 0.55% 36
2025
Q2 		$270K Buy
+1,941
New +$241K 0.07% 267
2025
Q1 		– Sell
-2,596
Closed -$310K – 323
2024
Q4 		$310K Buy
2,596
+498
+24% +$62K 0.07% 260
2024
Q3 		$267K Sell
2,098
-16
-0.8% -$1.91K 0.1% 202
2024
Q2 		$244K Buy
+2,114
New +$246K 0.07% 230

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

World Equity Group's GRID Position: Q2 2026 in Review

World Equity Group reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 10% in Q2 2026, selling an estimated $41.9K and leaving 1,905 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #273.

World Equity Group first reported a position in GRID in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q3 2025. 124 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • World Equity Group held 1,905 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $365K as of Q2 2026.
  • World Equity Group sold 223 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $41.9K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.08% of World Equity Group's portfolio in Q2 2026, its #273 holding.
  • World Equity Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 8 quarters since.
  • World Equity Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.4M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.