FP
GRID

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

Fiduciary Planning’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
2021
Q2 		– Sell
-30
Closed -$3K – 139
2021
Q1 		$3K Buy
+30
New +$2.56K ﹤0.01% 216

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fiduciary Planning's GRID Position: Q2 2021 in Review

Fiduciary Planning sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2021, closing a stake of 30 shares — an estimated $3K sold.

Fiduciary Planning first reported a position in GRID in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 96 funds tracked by Wall St. Rank hold GRID as of Q2 2021.

  • Fiduciary Planning reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 30 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2021, an estimated $3K.
  • Fiduciary Planning first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and held it in 1 quarter.
  • Fiduciary Planning's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.