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

Prudential Financial’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 Q4	–	Sell	-3,483	Closed	-$443K	–	2439
2024 Q3	$443K	Sell	3,483 -1,375	-28%	-$164K	﹤0.01%	2261
2024 Q2	$561K	Sell	4,858 -5,456	-53%	-$636K	﹤0.01%	2120
2024 Q1	$1.18M	Sell	10,314 -2,771	-21%	-$294K	﹤0.01%	1738
2023 Q4	$1.37M	Buy	13,085 +7,915	+153%	+$749K	﹤0.01%	1655
2023 Q3	$485K	Buy	+5,170	New	+$522K	﹤0.01%	2072

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial's GRID Position: Q4 2024 in Review

Prudential Financial sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2024, closing a stake of 3,483 shares — an estimated $443K sold.

Prudential Financial first reported a position in GRID in Q3 2023 and held it in 5 quarters. The position peaked at $1.37M in Q4 2023. 293 funds tracked by Wall St. Rank hold GRID as of Q4 2024.

Prudential Financial reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 3,483 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2024, an estimated $443K.
Prudential Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and held it in 5 quarters.
Prudential Financial's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.37M in Q4 2023.
293 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.