CCM
GRID

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

Chilton Capital 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
Q2 		– Sell
-347
Closed -$39.3K – 547
2025
Q1 		$39.3K Sell
347
-122
-26% -$14.6K ﹤0.01% 345
2024
Q4 		$56K Buy
469
+391
+501% +$48.7K ﹤0.01% 319
2024
Q3 		$9.93K Hold
78
– – ﹤0.01% 484
2024
Q2 		$9.02K Buy
+78
New +$9.09K ﹤0.01% 491

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Chilton Capital Management's GRID Position: Q2 2025 in Review

Chilton Capital Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025, closing a stake of 347 shares — an estimated $39.3K sold.

Chilton Capital Management first reported a position in GRID in Q2 2024 and held it in 4 quarters. The position peaked at $56K in Q4 2024. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

  • Chilton Capital Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2025 after selling out during the quarter.
  • Chilton Capital Management sold 347 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $39.3K.
  • Chilton Capital Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and held it in 4 quarters.
  • Chilton Capital Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $56K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Chilton Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.