SFG
GRID

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

Skyview Financial Group’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 		$1.19M Buy
+7,778
New +$1.19M 1.23% 29

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $104B AUM 28.3% 1-Year Est. Return

Skyview Financial Group's GRID Position: Q4 2025 in Review

Skyview Financial Group opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2025: 7,778 shares worth $1.19M. The stake represents 1.23% of the portfolio and ranks #29 among its holdings.

465 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

  • Skyview Financial Group held 7,778 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.19M as of Q4 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Skyview Financial Group position in Q4 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.23% of Skyview Financial Group's portfolio in Q4 2025, its #29 holding.
  • 465 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

Based on Skyview Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.