CA
GRID

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

Clearstead 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
2026
Q1 		$17.7K Hold
108
– – ﹤0.01% 1476
2025
Q4 		$16.6K Sell
108
-99
-48% -$15.2K ﹤0.01% 1767
2025
Q3 		$31.3K Buy
207
+99
+92% +$14.2K ﹤0.01% 1446
2025
Q2 		$15K Hold
108
– – ﹤0.01% 1743
2025
Q1 		$12.2K Hold
108
– – ﹤0.01% 1559
2024
Q4 		$12.9K Hold
108
– – ﹤0.01% 1511
2024
Q3 		$13.8K Hold
108
– – ﹤0.01% 1518
2024
Q2 		$12.5K Hold
108
– – ﹤0.01% 1498
2024
Q1 		$12.8K Hold
108
– – ﹤0.01% 1020
2023
Q4 		$11.3K Sell
108
-108
-50% -$10.2K ﹤0.01% 1035
2023
Q3 		$20.3K Buy
+216
New +$21.8K ﹤0.01% 1024

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return