1858 Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

1858 Wealth Management’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
2025 Q3	$2.73M	Buy	18,054 +3,500	+24%	+$504K	1.92%	17
2025 Q2	$2.02M	Buy	14,554 +1,922	+15%	+$239K	1.49%	22
2025 Q1	$1.43M	Buy	12,632 +222	+2%	+$26.6K	1.21%	25
2024 Q4	$1.48M	Buy	12,410 +4,466	+56%	+$556K	1.17%	25
2024 Q3	$1.01M	Sell	7,944 -17	-0.2%	-$2.03K	0.83%	31
2024 Q2	$920K	Sell	7,961 -5	-0.1%	-$582	0.76%	37
2024 Q1	$834K	Hold	7,966	–	–	0.79%	37
2023 Q4	$834K	Buy	+7,966	New	+$753K	0.79%	37

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

1858 Wealth Management's GRID Position: Q3 2025 in Review

1858 Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 24% in Q3 2025, buying an estimated $504K and bringing the position to 18,054 shares worth $2.73M. The position accounts for 1.92% of the portfolio, ranked #17.

1858 Wealth Management first reported a position in GRID in Q4 2023 and has held it in 8 quarters since. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

1858 Wealth Management held 18,054 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.73M as of Q3 2025.
1858 Wealth Management bought 3,500 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2025, an estimated $504K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.92% of 1858 Wealth Management's portfolio in Q3 2025, its #17 holding.
1858 Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 8 quarters since.
363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.