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

BlackDiamond Wealth Management’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	-1,780	Closed	-$212K	–	165
2024 Q4	$212K	Sell	1,780 -80	-4%	-$9.96K	0.12%	152
2024 Q3	$232K	Sell	1,860 -78	-4%	-$9.31K	0.14%	148
2024 Q2	$220K	Buy	+1,938	New	+$226K	0.14%	137

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

BlackDiamond Wealth Management's GRID Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2025, closing a stake of 1,780 shares — an estimated $212K sold.

BlackDiamond Wealth Management first reported a position in GRID in Q2 2024 and held it in 3 quarters. The position peaked at $232K in Q3 2024. 296 funds tracked by Wall St. Rank hold GRID as of Q1 2025.

BlackDiamond Wealth Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2025 after selling out during the quarter.
BlackDiamond Wealth Management sold 1,780 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2025, an estimated $212K.
BlackDiamond Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and held it in 3 quarters.
BlackDiamond Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $232K 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 BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.