Truist Financial
GRID

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

Truist 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
2026
Q1 		$16.4M Buy
100,209
+39,563
+65% +$6.58M 0.02% 463
2025
Q4 		$9.28M Buy
60,646
+30,484
+101% +$4.68M 0.01% 630
2025
Q3 		$4.56M Buy
30,162
+7,804
+35% +$1.12M 0.01% 928
2025
Q2 		$3.11M Sell
22,358
-697
-3% -$86.6K ﹤0.01% 1080
2025
Q1 		$2.61M Sell
23,055
-25,357
-52% -$3.04M ﹤0.01% 1104
2024
Q4 		$5.78M Buy
48,412
+19,047
+65% +$2.37M 0.01% 767
2024
Q3 		$3.74M Buy
29,365
+20,394
+227% +$2.43M 0.01% 949
2024
Q2 		$1.04M Buy
+8,971
New +$1.04M ﹤0.01% 1596
2022
Q1 		– Sell
-2,855
Closed -$293K – 2740
2021
Q4 		$293K Buy
+2,855
New +$287K ﹤0.01% 2379

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