CCB
GRID

Cutter & Co Brokerage’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Cutter & Co Brokerage’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
Q2 		– Sell
-2,026
Closed -$229K – 69
2025
Q1 		$229K Buy
+2,026
New +$243K 0.05% 156

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
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Cutter & Co Brokerage's GRID Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025, closing a stake of 2,026 shares — an estimated $229K sold.

Cutter & Co Brokerage first reported a position in GRID in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 2,026 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $229K.
  • Cutter & Co Brokerage first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and held it in 1 quarter.
  • Cutter & Co Brokerage's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $229K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.