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

Opal Wealth 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
2024 Q3	–	Sell	-62	Closed	-$7.17K	–	595
2024 Q2	$7.17K	Buy	+62	New	+$7.22K	﹤0.01%	729

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

TIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Opal Wealth Advisors's GRID Position: Q3 2024 in Review

Opal Wealth Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2024, closing a stake of 62 shares — an estimated $7.17K sold.

Opal Wealth Advisors first reported a position in GRID in Q2 2024 and held it in 1 quarter. The position peaked at $7.17K in Q2 2024. 263 funds tracked by Wall St. Rank hold GRID as of Q3 2024.

Opal Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 62 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2024, an estimated $7.17K.
Opal Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $7.17K in Q2 2024.
263 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.