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

Beaumont Financial 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	-1,678	Closed	-$200K	–	375
2024 Q4	$200K	Sell	1,678 -18	-1%	-$2.24K	0.02%	363
2024 Q3	$216K	Buy	+1,696	New	+$202K	0.02%	330
2023 Q4	–	Sell	-2,149	Closed	-$202K	–	345
2023 Q3	$202K	Buy	+2,149	New	+$217K	0.02%	310

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

Beaumont Financial Advisors's GRID Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2025, closing a stake of 1,678 shares — an estimated $200K sold.

Beaumont Financial Advisors first reported a position in GRID in Q3 2023 and held it in 3 quarters. The position peaked at $216K in Q3 2024. 296 funds tracked by Wall St. Rank hold GRID as of Q1 2025.

Beaumont Financial 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.
Beaumont Financial Advisors sold 1,678 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2025, an estimated $200K.
Beaumont Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and held it in 3 quarters.
Beaumont Financial Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $216K 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 Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.