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

Cambridge Trust’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
2024 Q1	$57.3K	Hold	500	–	–	﹤0.01%	411
2023 Q4	$52.4K	Hold	500	–	–	﹤0.01%	414
2023 Q3	$46.9K	Hold	500	–	–	﹤0.01%	420
2023 Q2	$52.6K	Buy	500 +200	+67%	+$19.8K	﹤0.01%	423
2023 Q1	$29.3K	Hold	300	–	–	﹤0.01%	497
2022 Q4	$26K	Buy	+300	New	+$25.7K	﹤0.01%	523

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

TIA

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

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

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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Cambridge Trust's GRID Position: Q1 2024 in Review

Cambridge Trust held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q1 2024 at 500 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Cambridge Trust first reported a position in GRID in Q4 2022 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold GRID as of Q1 2024.

Cambridge Trust held 500 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $57.3K as of Q1 2024.
Cambridge Trust left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q1 2024.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #411 holding.
Cambridge Trust first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2022 and has held it in 6 quarters since.
191 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.