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

Nalls Sherbakoff 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
2025 Q4	$31.3K	Buy	205 +1	+0.5%	+$153	0.02%	241
2025 Q3	$30.8K	Hold	204	–	–	0.02%	248
2025 Q2	$28.3K	Buy	204 +1	+0.5%	+$124	0.02%	252
2025 Q1	$22.9K	Buy	+203	New	+$24.3K	0.02%	236
2023 Q4	$16.8K	Buy	+160	New	+$15.1K	0.01%	244

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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 $94.2B AUM 21.24% 1-Year Est. Return

Nalls Sherbakoff Group's GRID Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.49% in Q4 2025, buying an estimated $153 and bringing the position to 205 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #241.

Nalls Sherbakoff Group first reported a position in GRID in Q4 2023 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

Nalls Sherbakoff Group held 205 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $31.3K as of Q4 2025.
Nalls Sherbakoff Group bought 1 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share in Q4 2025, an estimated $153.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #241 holding.
Nalls Sherbakoff Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 5 quarters since.
462 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.