Measured Wealth Private Client Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Measured Wealth Private Client 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
2018 Q4	–	Sell	-225	Closed	-$11K	–	347
2018 Q3	$11K	Buy	+225	New	+$11.1K	0.01%	603

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Measured Wealth Private Client Group's GRID Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2018, closing a stake of 225 shares — an estimated $11K sold.

Measured Wealth Private Client Group first reported a position in GRID in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 19 funds tracked by Wall St. Rank hold GRID as of Q4 2018.

Measured Wealth Private Client Group reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 225 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2018, an estimated $11K.
Measured Wealth Private Client Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $11K in Q3 2018.
19 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.