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

Cetera 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
2024 Q1	$2.36M	Buy	+20,548	New	+$2.18M	0.02%	744
2023 Q4	–	Sell	-3,693	Closed	-$347K	–	1827
2023 Q3	$347K	Buy	+3,693	New	+$373K	0.01%	1248

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

GWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Cetera Advisors's GRID Position: Q1 2024 in Review

Cetera Advisors opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2024: 20,548 shares worth $2.36M. The stake represents 0.02% of the portfolio and ranks #744 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in GRID as recently as Q3 2023.

Cetera Advisors first reported a position in GRID in Q3 2023 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold GRID as of Q1 2024.

Cetera Advisors held 20,548 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.36M as of Q1 2024.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Cetera Advisors position in Q1 2024.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #744 holding.
Cetera Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 2 quarters since.
190 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.