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

Guerra 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
2025 Q3	$4.53K	Buy	+30	New	+$4.32K	﹤0.01%	413

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 $377B AUM 19.32% 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

Guerra Advisors's GRID Position: Q3 2025 in Review

Guerra Advisors opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025: 30 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

Guerra Advisors held 30 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $4.53K as of Q3 2025.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Guerra Advisors position in Q3 2025.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #413 holding.
363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.