SIM
GRID

Seaview Investment Managers’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Seaview Investment Managers’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 		$1.58M Buy
8,255
+906
+12% +$170K 0.47% 38
2026
Q1 		$1.2M Buy
7,349
+547
+8% +$90.9K 0.43% 39
2025
Q4 		$1.04M Sell
6,802
-1,110
-14% -$170K 0.39% 40
2025
Q3 		$1.2M Sell
7,912
-1,337
-14% -$192K 0.44% 37
2025
Q2 		$1.29M Sell
9,249
-956
-9% -$119K 0.27% 47
2025
Q1 		$1.15M Buy
10,205
+496
+5% +$59.4K 0.28% 46
2024
Q4 		$1.16M Sell
9,709
-6,492
-40% -$808K 0.32% 44
2024
Q3 		$2.06M Buy
+16,201
New +$1.93M 0.62% 41
2024
Q1 		– Sell
-22,276
Closed -$2.33M – 100
2023
Q4 		$2.33M Sell
22,276
-268
-1% -$25.3K 0.75% 38
2023
Q3 		$2.12M Buy
22,544
+352
+2% +$35.5K 0.71% 38
2023
Q2 		$2.33M Sell
22,192
-1,292
-6% -$128K 0.76% 38
2023
Q1 		$2.29M Sell
23,484
-711
-3% -$66.8K 0.79% 39
2022
Q4 		$2.11M Sell
24,195
-121
-0.5% -$10.4K 0.84% 39
2022
Q3 		$1.83M Buy
24,316
+1,211
+5% +$102K 0.75% 41
2022
Q2 		$1.79M Buy
23,105
+377
+2% +$32K 0.81% 36
2022
Q1 		$2.14M Buy
22,728
+433
+2% +$40.1K 0.71% 38
2021
Q4 		$2.29M Buy
22,295
+4,713
+27% +$474K 0.81% 39
2021
Q3 		$1.63M Buy
17,582
+14,566
+483% +$1.4M 0.78% 37
2021
Q2 		$280K Buy
+3,016
New +$270K 0.14% 76

Other funds holding GRID

PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $208M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return