CAM
GRID

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

Creekmur Asset 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
Q3 		$56.1K Buy
+371
New +$53.4K 0.01% 325
2024
Q2 		– Sell
-20
Closed -$2.32K – 1106
2024
Q1 		$2.32K Sell
20
-28
-58% -$2.97K ﹤0.01% 648
2023
Q4 		$4.98K Buy
+48
New +$4.54K ﹤0.01% 593

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Creekmur Asset Management's GRID Position: Q3 2025 in Review

Creekmur Asset Management opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025: 371 shares worth $56.1K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Creekmur Asset Management previously reported a position in GRID as recently as Q1 2024.

Creekmur Asset Management first reported a position in GRID in Q4 2023 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

  • Creekmur Asset Management held 371 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $56.1K as of Q3 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Creekmur Asset Management position in Q3 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #325 holding.
  • Creekmur Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.