Householder Group Estate & Retirement Specialist’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$8K	Sell	71 -168	-70%	-$20.9K	0.01%	385
2024 Q3	$30K	Sell	239 -1,145	-83%	-$137K	0.01%	590
2024 Q2	$159K	Sell	1,384 -28	-2%	-$3.26K	0.04%	274
2024 Q1	$162K	Sell	1,412 -1,906	-57%	-$202K	0.05%	271
2023 Q4	$347K	Sell	3,318 -257	-7%	-$24.3K	0.11%	165
2023 Q3	$336K	Buy	+3,575	New	+$361K	0.12%	150
2023 Q1	$385K	Buy	+3,942	New	+$370K	0.15%	134
2022 Q4	–	Sell	-5,074	Closed	-$381K	–	624
2022 Q3	$381K	Sell	5,074 -177	-3%	-$14.8K	0.16%	133
2022 Q2	$407K	Buy	5,251 +2,313	+79%	+$196K	0.18%	130
2022 Q1	$276K	Buy	+2,938	New	+$272K	0.11%	170

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GRID Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 70% in Q4 2024, selling an estimated $20.9K and leaving 71 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #385.

Householder Group Estate & Retirement Specialist first reported a position in GRID in Q1 2022 and has held it in 10 quarters since. The position peaked at $407K in Q2 2022. 293 funds tracked by Wall St. Rank hold GRID as of Q4 2024.

Householder Group Estate & Retirement Specialist held 71 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 168 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2024, an estimated $20.9K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #385 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $407K in Q2 2022.
293 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.