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

HRT Financial’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	–	Sell	-1,895	Closed	-$263K	–	3168
2025 Q2	$263K	Buy	+1,895	New	+$235K	﹤0.01%	1922
2022 Q3	–	Sell	-11,315	Closed	-$877K	–	3073
2022 Q2	$877K	Buy	11,315 +3,001	+36%	+$255K	0.01%	1045
2022 Q1	$782K	Buy	+8,314	New	+$769K	0.01%	1225
2021 Q3	–	Sell	-18,803	Closed	-$1.74M	–	3453
2021 Q2	$1.74M	Buy	+18,803	New	+$1.68M	0.02%	698

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 $14.7B AUM 47% 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

HRT Financial's GRID Position: Q3 2025 in Review

HRT Financial sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025, closing a stake of 1,895 shares — an estimated $263K sold.

HRT Financial first reported a position in GRID in Q2 2021 and held it in 4 quarters. The position peaked at $1.74M in Q2 2021. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

HRT Financial reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2025 after selling out during the quarter.
HRT Financial sold 1,895 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2025, an estimated $263K.
HRT Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2021 and held it in 4 quarters.
HRT Financial's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.74M in Q2 2021.
363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.