Atomi Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Atomi Financial Group’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	-4,302	Closed	-$513K	–	1071
2024 Q4	$513K	Sell	4,302 -253	-6%	-$31.5K	0.03%	468
2024 Q3	$580K	Sell	4,555 -236	-5%	-$28.2K	0.04%	399
2024 Q2	$554K	Buy	4,791 +556	+13%	+$64.8K	0.04%	362
2024 Q1	$485K	Buy	4,235 +186	+5%	+$19.7K	0.04%	351
2023 Q4	$424K	Sell	4,049 -129	-3%	-$12.2K	0.06%	315
2023 Q3	$392K	Buy	+4,178	New	+$422K	0.13%	188

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

Atomi Financial Group's GRID Position: Q1 2025 in Review

Atomi Financial Group sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2025, closing a stake of 4,302 shares — an estimated $513K sold.

Atomi Financial Group first reported a position in GRID in Q3 2023 and held it in 6 quarters. The position peaked at $580K in Q3 2024. 296 funds tracked by Wall St. Rank hold GRID as of Q1 2025.

Atomi Financial Group reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2025 after selling out during the quarter.
Atomi Financial Group sold 4,302 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2025, an estimated $513K.
Atomi Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and held it in 6 quarters.
Atomi Financial Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $580K 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 Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.