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

Clear Point 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 Q4	–	Sell	-155	Closed	-$19.8K	–	284
2024 Q3	$19.8K	Sell	155 -40	-21%	-$4.78K	0.02%	281
2024 Q2	$22.5K	Buy	195 +1	+0.5%	+$116	0.02%	264
2024 Q1	$22.3K	Buy	194 +1	+0.5%	+$106	0.02%	270
2023 Q4	$20.3K	Buy	+193	New	+$18.3K	0.02%	266

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

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

Clear Point Advisors's GRID Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2024, closing a stake of 155 shares — an estimated $19.8K sold.

Clear Point Advisors first reported a position in GRID in Q4 2023 and held it in 4 quarters. The position peaked at $22.5K in Q2 2024. 293 funds tracked by Wall St. Rank hold GRID as of Q4 2024.

Clear Point Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 155 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2024, an estimated $19.8K.
Clear Point Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $22.5K in Q2 2024.
293 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.