SFS
GRID

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

Sowell Financial Services’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
Q1 		$658K Sell
4,021
-244
-6% -$40.6K 0.02% 555
2025
Q4 		$653K Buy
4,265
+81
+2% +$12.4K 0.02% 565
2025
Q3 		$632K Sell
4,184
-142
-3% -$20.4K 0.02% 567
2025
Q2 		$601K Buy
4,326
+671
+18% +$83.3K 0.02% 561
2025
Q1 		$413K Buy
+3,655
New +$438K 0.02% 643
2021
Q2 		– Sell
-75
Closed -$7K – 1428
2021
Q1 		$7K Hold
75
– – ﹤0.01% 2460
2020
Q4 		$6K Sell
75
-2,979
-98% -$215K ﹤0.01% 2205
2020
Q3 		$193K Buy
3,054
+145
+5% +$8.82K 0.01% 740
2020
Q2 		$160K Buy
+2,909
New +$145K 0.01% 801

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return