Financial Advocates Investment Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Financial Advocates Investment Management’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	-1,753	Closed	-$244K	–	275
2025 Q2	$244K	Sell	1,753 -136	-7%	-$16.9K	0.02%	546
2025 Q1	$214K	Buy	+1,889	New	+$226K	0.02%	659
2021 Q2	–	Sell	-26,936	Closed	-$2.33M	–	778
2021 Q1	$2.33M	Buy	26,936 +6,131	+29%	+$523K	0.16%	144
2020 Q4	$1.69M	Buy	+20,805	New	+$1.5M	0.12%	203

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 $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Financial Advocates Investment Management's GRID Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025, closing a stake of 1,753 shares — an estimated $244K sold.

Financial Advocates Investment Management first reported a position in GRID in Q4 2020 and held it in 4 quarters. The position peaked at $2.33M in Q1 2021. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

Financial Advocates Investment Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 1,753 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2025, an estimated $244K.
Financial Advocates Investment Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2020 and held it in 4 quarters.
Financial Advocates Investment Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.33M in Q1 2021.
363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.