DZ Bank
GRID icon

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

DZ Bank’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
Q3 		– Sell
-467
Closed -$54K – 1014
2024
Q2 		$54K Buy
+467
New +$54.4K ﹤0.01% 958

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

DZ Bank's GRID Position: Q3 2024 in Review

DZ Bank sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2024, closing a stake of 467 shares — an estimated $54K sold.

DZ Bank first reported a position in GRID in Q2 2024 and held it in 1 quarter. The position peaked at $54K in Q2 2024. 264 funds tracked by Wall St. Rank hold GRID as of Q3 2024.

  • DZ Bank reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2024 after selling out during the quarter.
  • DZ Bank sold 467 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2024, an estimated $54K.
  • DZ Bank first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and held it in 1 quarter.
  • DZ Bank's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $54K in Q2 2024.
  • 264 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2024.

Based on DZ Bank's 13F filing for Q3 2024, filed 14 Nov 2024.