SWM
GRID

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

SFG 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
2025
Q4 		– Sell
-2,081
Closed -$314K – 134
2025
Q3 		$314K Buy
+2,081
New +$299K 0.14% 110

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFG Wealth Management's GRID Position: Q4 2025 in Review

SFG Wealth Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2025, closing a stake of 2,081 shares — an estimated $314K sold.

SFG Wealth Management first reported a position in GRID in Q3 2025 and held it in 1 quarter. The position peaked at $314K in Q3 2025. 462 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

  • SFG Wealth Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 2,081 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2025, an estimated $314K.
  • SFG Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and held it in 1 quarter.
  • SFG Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $314K 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 SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.