SPIS
GRID

Steward Partners Investment Solutions’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$225K Sell
1,960
-81
-4% -$8.6K 0.04% 234
2023
Q4 		$214K Buy
+2,041
New +$193K 0.09% 131

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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Steward Partners Investment Solutions's GRID Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 4% in Q1 2024, selling an estimated $8.6K and leaving 1,960 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #234.

Steward Partners Investment Solutions first reported a position in GRID in Q4 2023 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold GRID as of Q1 2024.

  • Steward Partners Investment Solutions held 1,960 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $225K as of Q1 2024.
  • Steward Partners Investment Solutions sold 81 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2024, an estimated $8.6K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #234 holding.
  • Steward Partners Investment Solutions first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.