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

Atria Wealth Solutions’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 Q2	$1.07M	Sell	7,695 -54	-0.7%	-$6.71K	0.02%	612
2025 Q1	$877K	Sell	7,749 -4,055	-34%	-$485K	0.01%	940
2024 Q4	$1.41M	Buy	11,804 +4,923	+72%	+$613K	0.02%	786
2024 Q3	$876K	Buy	6,881 +4,326	+169%	+$516K	0.01%	960
2024 Q2	$296K	Buy	+2,555	New	+$298K	﹤0.01%	1515
2023 Q4	–	Sell	-2,592	Closed	-$243K	–	1971
2023 Q3	$243K	Buy	2,592 +517	+25%	+$52.2K	﹤0.01%	1553
2023 Q2	$218K	Sell	2,075 -2,832	-58%	-$280K	﹤0.01%	1639
2023 Q1	$479K	Buy	4,907 +1,445	+42%	+$136K	0.01%	1163
2022 Q4	$302K	Sell	3,462 -303	-8%	-$26K	﹤0.01%	1358
2022 Q3	$283K	Sell	3,765 -763	-17%	-$64K	﹤0.01%	1332
2022 Q2	$351K	Sell	4,528 -8,241	-65%	-$699K	0.01%	1137
2022 Q1	$1.2M	Buy	+12,769	New	+$1.18M	0.02%	657

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $787M AUM 22.93% 1-Year Est. Return

Atria Wealth Solutions's GRID Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.7% in Q2 2025, selling an estimated $6.71K and leaving 7,695 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #612.

Atria Wealth Solutions first reported a position in GRID in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.41M in Q4 2024. 315 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

Atria Wealth Solutions held 7,695 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.07M as of Q2 2025.
Atria Wealth Solutions sold 54 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $6.71K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #612 holding.
Atria Wealth Solutions first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.41M in Q4 2024.
315 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.