World Equity Group
GRID icon

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
Q3 		$217K Sell
1,226
-679
-36% -$123K 0.09% 229
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

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

World Equity Group's GRID Position: Q3 2026 in Review

World Equity Group reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 36% in Q3 2026, selling an estimated $123K and leaving 1,226 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #229.

World Equity Group first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.4M in Q3 2025. 185 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • World Equity Group held 1,226 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $217K as of Q3 2026.
  • World Equity Group sold 679 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $123K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.09% of World Equity Group's portfolio in Q3 2026, its #229 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 9 quarters since.
  • World Equity Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.4M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.