PWP
GRID

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

Principle Wealth Partners’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
2026
Q1 		$402K Hold
2,458
– – 0.02% 275
2025
Q4 		$376K Hold
2,458
– – 0.02% 284
2025
Q3 		$371K Hold
2,458
– – 0.02% 270
2025
Q2 		$342K Sell
2,458
-97
-4% -$12K 0.02% 283
2025
Q1 		$289K Hold
2,555
– – 0.02% 293
2024
Q4 		$305K Buy
2,555
+3
+0.1% +$373 0.02% 281
2024
Q3 		$325K Buy
2,552
+8
+0.3% +$955 0.02% 272
2024
Q2 		$294K Hold
2,544
– – 0.02% 279
2024
Q1 		$292K Buy
2,544
+1
+0% +$106 0.02% 284
2023
Q4 		$266K Buy
+2,543
New +$241K 0.02% 287

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return