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

First Horizon 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 Q2	–	Sell	-87	Closed	-$8.5K	–	2479
2023 Q1	$8.5K	Sell	87 -29	-25%	-$2.72K	﹤0.01%	1616
2022 Q4	$10.1K	Buy	+116	New	+$9.94K	﹤0.01%	1552
2021 Q3	–	Sell	-88	Closed	-$8K	–	2329
2021 Q2	$8K	Buy	88 +36	+69%	+$3.22K	﹤0.01%	1403
2021 Q1	$4K	Buy	+52	New	+$4.44K	﹤0.01%	1500

Other funds holding GRID

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

RJFSA

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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

First Horizon Advisors's GRID Position: Q2 2023 in Review

First Horizon Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2023, closing a stake of 87 shares — an estimated $8.5K sold.

First Horizon Advisors first reported a position in GRID in Q1 2021 and held it in 4 quarters. The position peaked at $10.1K in Q4 2022. 174 funds tracked by Wall St. Rank hold GRID as of Q2 2023.

First Horizon Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2023 after selling out during the quarter.
First Horizon Advisors sold 87 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2023, an estimated $8.5K.
First Horizon Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and held it in 4 quarters.
First Horizon Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $10.1K in Q4 2022.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2023.

Based on First Horizon Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.