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

Dudley & Shanley’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	–	Sell	-46,900	Closed	-$6.52M	–	36
2025 Q2	$6.52M	Hold	46,900	–	–	1.02%	25
2025 Q1	$5.31M	Hold	46,900	–	–	0.84%	27
2024 Q4	$5.6M	Hold	46,900	–	–	0.86%	28
2024 Q3	$5.97M	Hold	46,900	–	–	0.93%	26
2024 Q2	$5.42M	Hold	46,900	–	–	0.93%	24
2024 Q1	$5.38M	Hold	46,900	–	–	0.91%	24
2023 Q4	$4.91M	Sell	46,900 -18,000	-28%	-$1.7M	0.88%	24
2023 Q3	$6.09M	Hold	64,900	–	–	1.15%	25
2023 Q2	$6.82M	Buy	+64,900	New	+$6.43M	1.23%	24

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Dudley & Shanley's GRID Position: Q3 2025 in Review

Dudley & Shanley sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025, closing a stake of 46,900 shares — an estimated $6.52M sold.

Dudley & Shanley first reported a position in GRID in Q2 2023 and held it in 9 quarters. The position peaked at $6.82M in Q2 2023. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

Dudley & Shanley reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2025 after selling out during the quarter.
Dudley & Shanley sold 46,900 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2025, an estimated $6.52M.
Dudley & Shanley first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and held it in 9 quarters.
Dudley & Shanley's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6.82M in Q2 2023.
363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on Dudley & Shanley's 13F filing for Q3 2025, filed 8 Oct 2025.