Northwest Financial Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Northwest Financial Advisors’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	–	Sell	-1,724	Closed	-$260K	–	74
2025 Q3	$260K	Buy	1,724 +3	+0.2%	+$432	0.33%	80
2025 Q2	$239K	Sell	1,721 -336	-16%	-$41.7K	0.33%	80
2025 Q1	$233K	Buy	2,057 +2	+0.1%	+$239	0.19%	106
2024 Q4	$245K	Buy	+2,055	New	+$256K	0.2%	97

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwest Financial Advisors's GRID Position: Q4 2025 in Review

Northwest Financial Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2025, closing a stake of 1,724 shares — an estimated $260K sold.

Northwest Financial Advisors first reported a position in GRID in Q4 2024 and held it in 4 quarters. The position peaked at $260K in Q3 2025. 465 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

Northwest Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 1,724 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2025, an estimated $260K.
Northwest Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and held it in 4 quarters.
Northwest Financial Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $260K in Q3 2025.
465 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.