AWS
GRID

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 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
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