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

SeaCrest Wealth 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
2026 Q2	–	Sell	-7,062	Closed	-$1.16M	–	600
2026 Q1	$1.16M	Sell	7,062 -46	-0.6%	-$7.65K	0.12%	164
2025 Q4	$1.11M	Buy	7,108 +329	+5%	+$50.5K	0.11%	170
2025 Q3	$1.04M	Sell	6,779 -156	-2%	-$22.4K	0.11%	168
2025 Q2	$964K	Sell	6,935 -383	-5%	-$47.6K	0.1%	181
2025 Q1	$828K	Sell	7,318 -5,813	-44%	-$696K	0.09%	210
2024 Q4	$1.57M	Buy	13,131 +2,032	+18%	+$253K	0.16%	114
2024 Q3	$1.41M	Buy	+11,099	New	+$1.32M	0.15%	127
2019 Q2	–	Sell	-250	Closed	-$11K	–	1046
2019 Q1	$11K	Hold	250	–	–	﹤0.01%	1493
2018 Q4	$10K	Sell	250 -1,496	-86%	-$63.2K	﹤0.01%	1494
2018 Q3	$83K	Hold	1,746	–	–	0.01%	808
2018 Q2	$85K	Hold	1,746	–	–	0.02%	783
2018 Q1	$87K	Buy	+1,746	New	+$89.7K	0.02%	750

Other funds holding GRID

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

SeaCrest Wealth Management's GRID Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026, closing a stake of 7,062 shares — an estimated $1.16M sold.

SeaCrest Wealth Management first reported a position in GRID in Q1 2018 and held it in 12 quarters. The position peaked at $1.57M in Q4 2024. 319 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

SeaCrest Wealth Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 7,062 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.16M.
SeaCrest Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2018 and held it in 12 quarters.
SeaCrest Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.57M in Q4 2024.
319 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.