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

Money Design’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 Q2	$2.6M	Sell	18,740 -3,671	-16%	-$456K	0.12%	55
2025 Q1	$2.54M	Sell	22,411 -921	-4%	-$110K	0.13%	61
2024 Q4	$2.79M	Sell	23,332 -3,316	-12%	-$413K	0.14%	60
2024 Q3	$3.39M	Sell	26,648 -4,011	-13%	-$479K	0.17%	58
2024 Q2	$3.54M	Sell	30,659 -7,378	-19%	-$859K	0.19%	57
2024 Q1	$4.36M	Sell	38,037 -8,222	-18%	-$873K	0.24%	56
2023 Q4	$4.84M	Sell	46,259 -9,582	-17%	-$906K	0.27%	57
2023 Q3	$5.24M	Sell	55,841 -23,051	-29%	-$2.33M	0.32%	57
2023 Q2	$8.29M	Sell	78,892 -14,701	-16%	-$1.46M	0.49%	50
2023 Q1	$9.14M	Sell	93,593 -29,230	-24%	-$2.75M	0.54%	53
2022 Q4	$10.7M	Buy	122,823 +23,413	+24%	+$2.01M	0.67%	51
2022 Q3	$7.48M	Buy	99,410 +12,887	+15%	+$1.08M	0.53%	55
2022 Q2	$6.71M	Buy	86,523 +13,055	+18%	+$1.11M	0.5%	53
2022 Q1	$6.91M	Buy	73,468 +12,210	+20%	+$1.13M	0.47%	51
2021 Q4	$6.28M	Buy	+61,258	New	+$6.16M	0.42%	53

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Money Design's GRID Position: Q2 2025 in Review

Money Design reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 16% in Q2 2025, selling an estimated $456K and leaving 18,740 shares worth $2.6M. The position accounts for 0.12% of the portfolio, ranked #55.

Money Design first reported a position in GRID in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.7M in Q4 2022. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

Money Design held 18,740 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.6M as of Q2 2025.
Money Design sold 3,671 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $456K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Money Design's portfolio in Q2 2025, its #55 holding.
Money Design first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 15 quarters since.
Money Design's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $10.7M in Q4 2022.
314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.