Tyler-Stone Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Tyler-Stone Wealth Management’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
2022 Q3	–	Sell	-350	Closed	-$27K	–	877
2022 Q2	$27K	Hold	350	–	–	0.02%	403
2022 Q1	$33K	Hold	350	–	–	0.02%	399
2021 Q4	$36K	Buy	+350	New	+$35.2K	0.02%	408

Other funds holding GRID

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

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

PAG

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tyler-Stone Wealth Management's GRID Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2022, closing a stake of 350 shares — an estimated $27K sold.

Tyler-Stone Wealth Management first reported a position in GRID in Q4 2021 and held it in 3 quarters. The position peaked at $36K in Q4 2021. 145 funds tracked by Wall St. Rank hold GRID as of Q3 2022.

Tyler-Stone Wealth Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 350 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2022, an estimated $27K.
Tyler-Stone Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and held it in 3 quarters.
Tyler-Stone Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $36K in Q4 2021.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.