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

Root Financial 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 Q4	–	Sell	-99	Closed	-$15K	–	2475
2025 Q3	$15K	Buy	+99	New	+$14.2K	﹤0.01%	1266

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TIA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Root Financial Partners's GRID Position: Q4 2025 in Review

Root Financial Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2025, closing a stake of 99 shares — an estimated $15K sold.

Root Financial Partners first reported a position in GRID in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 462 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

Root Financial Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 99 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2025, an estimated $15K.
Root Financial Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and held it in 1 quarter.
Root Financial Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $15K in Q3 2025.
462 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.