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

Jim Simons’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 Q4	–	Sell	-10,100	Closed	-$1.53M	–	3431
2025 Q3	$1.53M	Sell	10,100 -5,700	-36%	-$820K	﹤0.01%	2249
2025 Q2	$2.2M	Buy	+15,800	New	+$1.96M	﹤0.01%	2052
2025 Q1	–	Sell	-3,000	Closed	-$358K	–	3603
2024 Q4	$358K	Buy	+3,000	New	+$373K	﹤0.01%	2984
2022 Q3	–	Sell	-3,100	Closed	-$240K	–	4163
2022 Q2	$240K	Sell	3,100 -600	-16%	-$50.9K	﹤0.01%	3571
2022 Q1	$348K	Sell	3,700 -7,800	-68%	-$722K	﹤0.01%	3401
2021 Q4	$1.18M	Buy	11,500 +7,063	+159%	+$711K	﹤0.01%	2522
2021 Q3	$411K	Buy	+4,437	New	+$428K	﹤0.01%	2959

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 $445B AUM 25.58% 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 $786B AUM 40.34% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jim Simons's GRID Position: Q4 2025 in Review

Jim Simons sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2025, closing a stake of 10,100 shares — an estimated $1.53M sold.

Jim Simons first reported a position in GRID in Q3 2021 and held it in 7 quarters. The position peaked at $2.2M in Q2 2025. 463 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

Jim Simons reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 10,100 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2025, an estimated $1.53M.
Jim Simons first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and held it in 7 quarters.
Jim Simons's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.2M in Q2 2025.
463 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.