PCP
GRID

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

Proficio Capital 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
2025
Q2 		– Sell
-44,357
Closed -$5.25M – 450
2025
Q1 		$5.25M Sell
44,357
-52,657
-54% -$6.3M 0.41% 50
2024
Q4 		$11.6M Buy
97,014
+14,841
+18% +$1.85M 0.94% 23
2024
Q3 		$10.5M Buy
+82,173
New +$9.81M 1.04% 25

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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 $787M AUM 22.93% 1-Year Est. Return

Proficio Capital Partners's GRID Position: Q2 2025 in Review

Proficio Capital Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025, closing a stake of 44,357 shares — an estimated $5.25M sold.

Proficio Capital Partners first reported a position in GRID in Q3 2024 and held it in 3 quarters. The position peaked at $11.6M in Q4 2024. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

  • Proficio Capital Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 44,357 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $5.25M.
  • Proficio Capital Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and held it in 3 quarters.
  • Proficio Capital Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $11.6M in Q4 2024.
  • 314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.