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

Lindbrook Capital’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 Q1	$22.1K	Sell	195 -130	-40%	-$15.6K	﹤0.01%	1305
2024 Q4	$38.8K	Hold	325	–	–	﹤0.01%	928
2024 Q3	$41.4K	Hold	325	–	–	﹤0.01%	914
2024 Q2	$37.6K	Hold	325	–	–	﹤0.01%	917
2024 Q1	$37.2K	Hold	325	–	–	﹤0.01%	904
2023 Q4	$34K	Hold	325	–	–	﹤0.01%	918
2023 Q3	$30.5K	Hold	325	–	–	﹤0.01%	864
2023 Q2	$34.2K	Hold	325	–	–	﹤0.01%	844
2023 Q1	$31.7K	Hold	325	–	–	﹤0.01%	865
2022 Q4	$28.4K	Hold	325	–	–	﹤0.01%	905
2022 Q3	$24K	Hold	325	–	–	﹤0.01%	908
2022 Q2	$25K	Sell	325 -1,500	-82%	-$127K	﹤0.01%	892
2022 Q1	$172K	Hold	1,825	–	–	0.03%	323
2021 Q4	$187K	Buy	1,825 +275	+18%	+$27.7K	0.03%	324
2021 Q3	$144K	Buy	1,550 +1,500	+3,000%	+$145K	0.04%	209
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	1284
2021 Q1	$4K	Buy	+50	New	+$4.27K	﹤0.01%	1329

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Lindbrook Capital's GRID Position: Q1 2025 in Review

Lindbrook Capital reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 40% in Q1 2025, selling an estimated $15.6K and leaving 195 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Lindbrook Capital first reported a position in GRID in Q1 2021 and has held it in 17 quarters since. The position peaked at $187K in Q4 2021. 296 funds tracked by Wall St. Rank hold GRID as of Q1 2025.

Lindbrook Capital held 195 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $22.1K as of Q1 2025.
Lindbrook Capital sold 130 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2025, an estimated $15.6K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1305 holding.
Lindbrook Capital first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 17 quarters since.
Lindbrook Capital's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $187K in Q4 2021.
296 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.