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

Synovus Financial’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
2023 Q4	–	Sell	-5,461	Closed	-$513K	–	844
2023 Q3	$513K	Buy	5,461 +76	+1%	+$7.67K	0.01%	604
2023 Q2	$566K	Sell	5,385 -58	-1%	-$5.75K	0.01%	579
2023 Q1	$532K	Buy	5,443 +254	+5%	+$23.9K	0.01%	593
2022 Q4	$453K	Buy	5,189 +2	+0%	+$171	0.01%	635
2022 Q3	$398K	Buy	5,187 +677	+15%	+$56.8K	﹤0.01%	633
2022 Q2	$349K	Buy	4,510 +835	+23%	+$70.8K	﹤0.01%	680
2022 Q1	$344K	Buy	+3,675	New	+$340K	﹤0.01%	711

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synovus Financial's GRID Position: Q4 2023 in Review

Synovus Financial sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2023, closing a stake of 5,461 shares — an estimated $513K sold.

Synovus Financial first reported a position in GRID in Q1 2022 and held it in 7 quarters. The position peaked at $566K in Q2 2023. 182 funds tracked by Wall St. Rank hold GRID as of Q4 2023.

Synovus Financial reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2023 after selling out during the quarter.
Synovus Financial sold 5,461 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2023, an estimated $513K.
Synovus Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 and held it in 7 quarters.
Synovus Financial's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $566K in Q2 2023.
182 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2023.

Based on Synovus Financial's 13F filing for Q4 2023, filed 14 Feb 2024.