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

Creative Financial Designs’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	$57.5K	Sell	352 -702	-67%	-$117K	﹤0.01%	856
2025 Q4	$161K	Buy	1,054 +2	+0.2%	+$307	0.01%	526
2025 Q3	$159K	Buy	+1,052	New	+$151K	0.01%	527
2021 Q2	–	Sell	-300	Closed	-$26K	–	1420
2021 Q1	$26K	Buy	+300	New	+$25.6K	0.01%	717

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's GRID Position: Q1 2026 in Review

Creative Financial Designs reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 67% in Q1 2026, selling an estimated $117K and leaving 352 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Creative Financial Designs first reported a position in GRID in Q1 2021 and has held it in 4 quarters since. The position peaked at $161K in Q4 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Creative Financial Designs held 352 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $57.5K as of Q1 2026.
Creative Financial Designs sold 702 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $117K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #856 holding.
Creative Financial Designs first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 4 quarters since.
Creative Financial Designs's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $161K in Q4 2025.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.