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

Raleigh Capital Management’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	-119	Closed	-$15.1K	–	1048
2024 Q3	$15.1K	Hold	119	–	–	0.01%	494
2024 Q2	$13.8K	Hold	119	–	–	0.01%	508
2024 Q1	$13.6K	Hold	119	–	–	0.01%	491
2023 Q4	$12.5K	Hold	119	–	–	0.01%	536
2023 Q3	$11.2K	Hold	119	–	–	0.01%	490
2023 Q2	$12.5K	Hold	119	–	–	0.01%	441
2023 Q1	$11.6K	Hold	119	–	–	0.01%	470
2022 Q4	$10.4K	Hold	119	–	–	0.01%	426
2022 Q3	$9K	Hold	119	–	–	0.01%	378
2022 Q2	$9K	Hold	119	–	–	0.01%	360
2022 Q1	$11K	Buy	+119	New	+$11K	0.01%	352

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

Raleigh Capital Management's GRID Position: Q4 2024 in Review

Raleigh Capital Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2024, closing a stake of 119 shares — an estimated $15.1K sold.

Raleigh Capital Management first reported a position in GRID in Q1 2022 and held it in 11 quarters. The position peaked at $15.1K in Q3 2024. 293 funds tracked by Wall St. Rank hold GRID as of Q4 2024.

Raleigh Capital Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2024 after selling out during the quarter.
Raleigh Capital Management sold 119 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2024, an estimated $15.1K.
Raleigh Capital Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 and held it in 11 quarters.
Raleigh Capital Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $15.1K in Q3 2024.
293 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.