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

Arete Wealth Advisors’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 Q1	–	Sell	-12,100	Closed	-$1.45M	–	747
2024 Q4	$1.45M	Buy	12,100 +47	+0.4%	+$5.85K	0.1%	197
2024 Q3	$1.52M	Buy	+12,053	New	+$1.44M	0.13%	160

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

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

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

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

TIA

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

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

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

GWM

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

AFA

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

Arete Wealth Advisors's GRID Position: Q1 2025 in Review

Arete Wealth Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2025, closing a stake of 12,100 shares — an estimated $1.45M sold.

Arete Wealth Advisors first reported a position in GRID in Q3 2024 and held it in 2 quarters. The position peaked at $1.52M in Q3 2024. 296 funds tracked by Wall St. Rank hold GRID as of Q1 2025.

Arete Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 12,100 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2025, an estimated $1.45M.
Arete Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and held it in 2 quarters.
Arete Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.52M in Q3 2024.
296 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.