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

FundX Investment 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
2021 Q4	$718K	Sell	6,992 -926	-12%	-$93.2K	0.17%	35
2021 Q3	$733K	Buy	+7,918	New	+$763K	0.35%	29

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $495B AUM 43.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FundX Investment Group's GRID Position: Q4 2021 in Review

FundX Investment Group reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q4 2021, selling an estimated $93.2K and leaving 6,992 shares worth $718K. The position accounts for 0.17% of the portfolio, ranked #35.

FundX Investment Group first reported a position in GRID in Q3 2021 and has held it in 2 quarters since. The position peaked at $733K in Q3 2021. 154 funds tracked by Wall St. Rank hold GRID as of Q4 2021.

FundX Investment Group held 6,992 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $718K as of Q4 2021.
FundX Investment Group sold 926 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2021, an estimated $93.2K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.17% of FundX Investment Group's portfolio in Q4 2021, its #35 holding.
FundX Investment Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 2 quarters since.
FundX Investment Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $733K in Q3 2021.
154 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.