AIC
GRID

Archer Investment Corporation’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Archer Investment Corporation’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
2026
Q1 		$10.7K Hold
66
– – ﹤0.01% 778
2025
Q4 		$10K Buy
66
+1
+2% +$153 ﹤0.01% 725
2025
Q3 		$9.88K Hold
65
– – ﹤0.01% 734
2025
Q2 		$9.08K Hold
65
– – ﹤0.01% 726
2025
Q1 		$7.34K Hold
65
– – ﹤0.01% 744
2024
Q4 		$7.74K Sell
65
-4
-6% -$498 ﹤0.01% 745
2024
Q3 		$8.75K Hold
69
– – ﹤0.01% 716
2024
Q2 		$7.93K Buy
69
+49
+245% +$5.71K ﹤0.01% 701
2024
Q1 		$2.32K Hold
20
– – ﹤0.01% 873
2023
Q4 		$2.12K Sell
20
-4
-17% -$378 ﹤0.01% 898
2023
Q3 		$2.27K Hold
24
– – ﹤0.01% 855
2023
Q2 		$2.54K Hold
24
– – ﹤0.01% 831
2023
Q1 		$2.35K Buy
+24
New +$2.25K ﹤0.01% 725

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return