Thurston Springer Miller Herd & Titak’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-152	Closed	-$21.2K	–	878
2025 Q2	$21.2K	Buy	152 +49	+48%	+$6.09K	﹤0.01%	919
2025 Q1	$11.8K	Hold	103	–	–	﹤0.01%	1065
2024 Q4	$12.4K	Hold	103	–	–	﹤0.01%	839
2024 Q3	$13.2K	Hold	103	–	–	﹤0.01%	942
2024 Q2	$11.9K	Buy	+103	New	+$12K	﹤0.01%	944

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's GRID Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025, closing a stake of 152 shares — an estimated $21.2K sold.

Thurston Springer Miller Herd & Titak first reported a position in GRID in Q2 2024 and held it in 5 quarters. The position peaked at $21.2K in Q2 2025. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 152 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2025, an estimated $21.2K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $21.2K in Q2 2025.
363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.