Advisors Preferred’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Advisors Preferred’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
2024 Q1	–	Sell	-439	Closed	-$45.4K	–	218
2023 Q4	$45.4K	Buy	439 +34	+8%	+$3.22K	0.01%	172
2023 Q3	$37.4K	Buy	+405	New	+$40.9K	0.01%	163

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

TIA

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

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

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

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

GWM

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Advisors Preferred's GRID Position: Q1 2024 in Review

Advisors Preferred sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2024, closing a stake of 439 shares — an estimated $45.4K sold.

Advisors Preferred first reported a position in GRID in Q3 2023 and held it in 2 quarters. The position peaked at $45.4K in Q4 2023. 190 funds tracked by Wall St. Rank hold GRID as of Q1 2024.

Advisors Preferred reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 439 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2024, an estimated $45.4K.
Advisors Preferred first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and held it in 2 quarters.
Advisors Preferred's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $45.4K in Q4 2023.
190 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.