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- Upturn Summary
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Upturn AI Summary
First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund(GRID)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for GRID
10/23/2026: GRID (2-star) is currently NOT-A-BUY. Pass it for now.
GRID provides focused exposure to the companies essential to the modernization and automation of the electric grid. Its primary strength lies in its specialized, early-mover position within the smart infrastructure niche, supported by a reputable issuer. The fund is best used as a thematic satellite to capture long-term growth from global energy transition trends. However, investors must be aware of the high volatility and sector-specific risks, particularly policy and regulatory dependency. It is most appropriate for growth-oriented investors who understand the risks associated with infrastructure concentration.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund captures long-term structural growth opportunities in the energy transition sector. |
| Momentum investor | Strong fit while signal remains positive | Investors may capitalize on short-term price trends driven by policy updates or grid-related innovation cycles. |
| Value investor | Mixed fit | Many companies in this sector trade at higher valuation multiples due to high growth expectations. |
| Dividend/Income investor | Weak fit | The portfolio is focused on capital appreciation rather than consistent yield or dividend payments. |
| Low-risk investor | Weak fit | The thematic nature and concentration of the portfolio result in high volatility compared to broad market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor for GRID is an individual with a long-term time horizon looking to gain thematic exposure to the energy transition without the volatility of individual stock picking.
Suitability
It is best suited for long-term investors incorporating thematic satellite positions within a diversified portfolio, rather than for active traders or those seeking core portfolio stability.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Thematic ETFs are sensitive to sector-specific news and market sentiment, leading to significant price fluctuations. |
| Market risk | Medium / high | General market downturns can disproportionately impact high-beta thematic investments like grid technology. |
| Concentration | Medium / high | Exposure is concentrated in a specific niche of the energy sector, leaving it vulnerable to industry-specific headwinds. |
| Tracking/expense | Low | The fund effectively tracks its benchmark, though the expense ratio is higher than broad-market ETFs. |
| Liquidity | Medium | While generally liquid, some smaller cap holdings in the index may experience lower trading activity. |
| Business/sector quality | Medium | The long-term viability of the sector is heavily dependent on public policy and utility regulation. |
Risk Analysis
Volatility
GRID shows high historical volatility, consistent with thematic technology and infrastructure funds.
Market Risk
The fund is sensitive to regulatory changes, capital expenditure cycles of utility companies, and global economic conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Electric Grid & Smart Infrastructure Equities | 95 | This provides broad exposure to the ecosystem of companies modernizing the global electric grid. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for daily liquidity requirements and portfolio rebalancing. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 43.88% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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