Enterprise Financial Services Corp (EFSC)’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q1	–	Sell	-22	Closed	-$2K	–	309
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	327
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	361
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	1128
2021 Q1	$2K	Hold	22	–	–	﹤0.01%	1141
2020 Q4	$2K	Buy	+22	New	+$1.59K	﹤0.01%	1088
2020 Q1	–	Sell	-95	Closed	-$4.99K	–	1309
2019 Q4	$5K	Hold	95	–	–	﹤0.01%	860
2019 Q3	$4K	Hold	95	–	–	﹤0.01%	878
2019 Q2	$4K	Hold	95	–	–	﹤0.01%	930
2019 Q1	$4K	Buy	+95	New	+$4.14K	﹤0.01%	945

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s GRID Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2022, closing a stake of 22 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in GRID in Q1 2019 and held it in 9 quarters. The position peaked at $5K in Q4 2019. 151 funds tracked by Wall St. Rank hold GRID as of Q1 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 22 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2022, an estimated $2K.
Enterprise Financial Services Corp (EFSC) first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2019 and held it in 9 quarters.
Enterprise Financial Services Corp (EFSC)'s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $5K in Q4 2019.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.