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

Cerity Partners’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	-60,620	Closed	-$7.23M	–	2531
2024 Q4	$7.23M	Buy	60,620 +3,233	+6%	+$402K	0.02%	592
2024 Q3	$7.3M	Buy	57,387 +2,080	+4%	+$248K	0.02%	587
2024 Q2	$6.39M	Sell	55,307 -4,345	-7%	-$506K	0.02%	536
2024 Q1	$6.84M	Buy	59,652 +4,017	+7%	+$426K	0.02%	562
2023 Q4	$5.83M	Sell	55,635 -15,743	-22%	-$1.49M	0.02%	500
2023 Q3	$6.7M	Buy	71,378 +2,539	+4%	+$256K	0.03%	366
2023 Q2	$7.24M	Buy	+68,839	New	+$6.82M	0.03%	410

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

Cerity Partners's GRID Position: Q1 2025 in Review

Cerity Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2025, closing a stake of 60,620 shares — an estimated $7.23M sold.

Cerity Partners first reported a position in GRID in Q2 2023 and held it in 7 quarters. The position peaked at $7.3M in Q3 2024. 296 funds tracked by Wall St. Rank hold GRID as of Q1 2025.

Cerity Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2025 after selling out during the quarter.
Cerity Partners sold 60,620 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2025, an estimated $7.23M.
Cerity Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and held it in 7 quarters.
Cerity Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $7.3M 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 Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.