KIG
GRID

Kowal Investment Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-34
Closed -$3K – 446
2021
Q3 		$3K Buy
+34
New +$3.28K ﹤0.01% 737

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Kowal Investment Group's GRID Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2021, closing a stake of 34 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in GRID in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 154 funds tracked by Wall St. Rank hold GRID as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 34 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.