Hexagon Capital Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-636	Closed	-$72K	–	749
2025 Q1	$72K	Hold	636	–	–	0.01%	383
2024 Q4	$75.9K	Hold	636	–	–	0.01%	380
2024 Q3	$80.9K	Hold	636	–	–	0.02%	353
2024 Q2	$73.5K	Hold	636	–	–	0.02%	357
2024 Q1	$72.9K	Hold	636	–	–	0.02%	356
2023 Q4	$66.6K	Hold	636	–	–	0.02%	349
2023 Q3	$59.7K	Buy	+636	New	+$64.2K	0.02%	328

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Hexagon Capital Partners's GRID Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025, closing a stake of 636 shares — an estimated $72K sold.

Hexagon Capital Partners first reported a position in GRID in Q3 2023 and held it in 7 quarters. The position peaked at $80.9K in Q3 2024. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 636 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $72K.
Hexagon Capital Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and held it in 7 quarters.
Hexagon Capital Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $80.9K in Q3 2024.
314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.