EA
GRID

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

Ergawealth Advisors’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
2023
Q1 		– Sell
-2,451
Closed -$214K – 54
2022
Q4 		$214K Buy
+2,451
New +$210K 0.19% 50

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Ergawealth Advisors's GRID Position: Q1 2023 in Review

Ergawealth Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2023, closing a stake of 2,451 shares — an estimated $214K sold.

Ergawealth Advisors first reported a position in GRID in Q4 2022 and held it in 1 quarter. The position peaked at $214K in Q4 2022. 157 funds tracked by Wall St. Rank hold GRID as of Q1 2023.

  • Ergawealth Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 2,451 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2023, an estimated $214K.
  • Ergawealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2022 and held it in 1 quarter.
  • Ergawealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $214K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2023.

Based on Ergawealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.