Core Insights - The First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund targets companies innovating in electric grid modernization and smart energy management, appealing to investors interested in energy transition trends [1][2] - The fund operates as an ETF with a 0.56% expense ratio, providing liquidity and transparency to investors [1] Investment Strategy - The fund's strategy focuses on tracking the NASDAQ Clean Edge Smart Grid Infrastructure Index, allocating at least 90% of its assets to equities and depositary receipts in the smart grid sector [2] - The underlying holdings are concentrated in companies involved in electric grid infrastructure, energy storage, smart meters, and enabling software, resulting in a non-diversified portfolio [2] Performance Metrics - As of January 6, 2026, shares were priced at $157.42, reflecting a 30.1% increase over the past year, outperforming the S&P 500 by 14.7 percentage points [3] - The fund's quarter-end GRID position value increased by $4.99 million, which includes both trading activity and price movement [3][5] Recent Transactions - WESPAC Advisors SoCal increased its position in the fund by acquiring 32,351 shares, valued at approximately $4.96 million, which now accounts for 1.62% of the fund's assets under management (AUM) [4][5] - This acquisition more than doubled WESPAC Advisors' shares from 20,237 in Q3 to 52,588 in Q4, indicating a bullish outlook towards the fund [6] Market Trends - The rising demand for electricity, driven by the growth of AI and data centers, supports the trend towards clean energy, making the fund a compelling investment opportunity [8]