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

Crews Bank & 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
2026 Q1	–	Sell	-80	Closed	-$12.2K	–	676
2025 Q4	$12.2K	Hold	80	–	–	﹤0.01%	505
2025 Q3	$12.1K	Hold	80	–	–	﹤0.01%	511
2025 Q2	$11.1K	Hold	80	–	–	﹤0.01%	512
2025 Q1	$9.05K	Hold	80	–	–	﹤0.01%	512
2024 Q4	$9.55K	Buy	+80	New	+$9.96K	﹤0.01%	503

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crews Bank & Trust's GRID Position: Q1 2026 in Review

Crews Bank & Trust sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026, closing a stake of 80 shares — an estimated $12.2K sold.

Crews Bank & Trust first reported a position in GRID in Q4 2024 and held it in 5 quarters. The position peaked at $12.2K in Q4 2025. 544 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Crews Bank & Trust reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2026 after selling out during the quarter.
Crews Bank & Trust sold 80 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $12.2K.
Crews Bank & Trust first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and held it in 5 quarters.
Crews Bank & Trust's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $12.2K in Q4 2025.
544 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Crews Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.