CA
GRID

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

Crewe 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
2025
Q4 		– Sell
-100
Closed -$15.1K – 1109
2025
Q3 		$15.1K Sell
100
-175
-64% -$25.2K ﹤0.01% 554
2025
Q2 		$38.2K Buy
275
+175
+175% +$21.7K 0.01% 311
2025
Q1 		$11.3K Hold
100
– – ﹤0.01% 417
2024
Q4 		$11.9K Buy
+100
New +$12.4K ﹤0.01% 411

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

Crewe Advisors's GRID Position: Q4 2025 in Review

Crewe Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2025, closing a stake of 100 shares — an estimated $15.1K sold.

Crewe Advisors first reported a position in GRID in Q4 2024 and held it in 4 quarters. The position peaked at $38.2K in Q2 2025. 465 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

  • Crewe Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 100 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2025, an estimated $15.1K.
  • Crewe Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and held it in 4 quarters.
  • Crewe Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $38.2K in Q2 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 Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.