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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
10/13/2026: GRID (2-star) is currently NOT-A-BUY. Pass it for now.
GRID provides targeted exposure to the smart grid and energy infrastructure sectors, primarily investing in companies that support the modernization of electricity delivery and energy storage. Its main strengths include a well-defined thematic focus and the backing of a reputable issuer, though it carries a higher expense ratio than broad-market indices. The fund is best used as a thematic satellite position in a portfolio, serving as a vehicle to capture secular growth in the energy transition. Key risks include sector concentration, interest-rate sensitivity, and dependency on government infrastructure policy. It is best suited for long-term growth-oriented investors who monitor global energy policy and utility spending trends.
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 thematic focus aligns well with long-term capital appreciation driven by the energy transition. |
| Momentum investor | Strong fit while signal remains positive | The sector often experiences strong price momentum during periods of significant infrastructure policy support. |
| Value investor | Mixed fit | Many holdings are capital-intensive infrastructure firms that may not offer the traditional value characteristics of low P/E ratios. |
| Dividend/Income investor | Mixed fit | While some utility-related holdings pay dividends, the primary objective of the fund is capital growth rather than high current income. |
| Low-risk investor | Weak fit | The fund's concentration in a specific thematic sector leads to higher volatility than broad-market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth seeker who believes in the structural shift toward electrified, smart-grid-enabled power systems and is willing to accept sector-specific volatility.
Suitability
Best suited for long-term investors adding a thematic 'satellite' component to a core, diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Thematic ETFs concentrated in one sector can experience sharp price swings compared to diversified benchmarks. |
| Market risk | Medium / high | General market downturns often negatively impact high-growth thematic sectors. |
| Concentration | High | The focus on a single infrastructure niche limits diversification benefits. |
| Tracking/expense | Low | The fund manages tracking error effectively, though the expense ratio is higher than plain-vanilla index funds. |
| Liquidity | Medium | Thinly traded components in the underlying index may create liquidity challenges during market stress. |
| Business/sector quality | Medium | Dependence on regulatory and government policy adds a layer of political risk to the sector. |
Risk Analysis
Volatility
GRID exhibits high volatility due to its concentrated exposure to emerging technology and capital-intensive infrastructure firms.
Market Risk
The fund is subject to significant regulatory risk, as the profitability of its holdings often depends on government policy and infrastructure spending mandates.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Electrical Equipment & Infrastructure | 55 | This represents the core hardware companies responsible for modernizing utility and power distribution grids. |
| Industry | Energy Storage & Management | 25 | This exposure focuses on battery technology and grid-scale energy management systems crucial for renewable integration. |
| Industry | Software & Smart Metering | 15 | These holdings provide the software intelligence and connectivity needed for efficient grid monitoring and load balancing. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small buffer maintained for liquidity and to facilitate operational efficiency. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 42.76% | 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 10/13/2026 |
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