CT
GRID

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

Coastline Trust’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
Q4 		– Sell
-263
Closed -$39.7K – 407
2025
Q3 		$39.7K Buy
+263
New +$37.8K ﹤0.01% 284

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Coastline Trust's GRID Position: Q4 2025 in Review

Coastline Trust sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2025, closing a stake of 263 shares — an estimated $39.7K sold.

Coastline Trust first reported a position in GRID in Q3 2025 and held it in 1 quarter. The position peaked at $39.7K in Q3 2025. 465 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

  • Coastline Trust reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2025 after selling out during the quarter.
  • Coastline Trust sold 263 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2025, an estimated $39.7K.
  • Coastline Trust first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and held it in 1 quarter.
  • Coastline Trust's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $39.7K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

Based on Coastline Trust's 13F filing for Q4 2025, filed 5 Jan 2026.