Ford Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Ford Financial Group’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	-314	Closed	-$32	–	257
2021 Q4	$32	Buy	+314	New	+$31.6K	0.01%	255
2021 Q3	–	Sell	-240	Closed	-$22K	–	270
2021 Q2	$22K	Buy	+240	New	+$21.5K	0.01%	278

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

Ford Financial Group's GRID Position: Q1 2022 in Review

Ford Financial Group sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2022, closing a stake of 314 shares — an estimated $32 sold.

Ford Financial Group first reported a position in GRID in Q2 2021 and held it in 2 quarters. The position peaked at $22K in Q2 2021. 151 funds tracked by Wall St. Rank hold GRID as of Q1 2022.

Ford Financial Group reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 314 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2022, an estimated $32.
Ford Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2021 and held it in 2 quarters.
Ford Financial Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $22K in Q2 2021.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.