CPG
GRID

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

Custom Portfolio Group’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
2024
Q2 		$699K Buy
+6,502
New +$757K 0.55% 20

Other funds holding GRID

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Custom Portfolio Group's GRID Position: Q2 2024 in Review

Custom Portfolio Group opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2024: 6,502 shares worth $699K. The stake represents 0.55% of the portfolio and ranks #20 among its holdings.

238 funds tracked by Wall St. Rank hold GRID as of Q2 2024.

  • Custom Portfolio Group held 6,502 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $699K as of Q2 2024.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Custom Portfolio Group position in Q2 2024.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.55% of Custom Portfolio Group's portfolio in Q2 2024, its #20 holding.
  • 238 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.