WW
GRID

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

Winnow Wealth’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
-15
Closed -$2.09K – 613
2025
Q2 		$2.09K Buy
+15
New +$1.86K ﹤0.01% 156

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $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

Winnow Wealth's GRID Position: Q3 2025 in Review

Winnow Wealth sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025, closing a stake of 15 shares — an estimated $2.09K sold.

Winnow Wealth first reported a position in GRID in Q2 2025 and held it in 1 quarter. The position peaked at $2.09K in Q2 2025. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

  • Winnow Wealth reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2025 after selling out during the quarter.
  • Winnow Wealth sold 15 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2025, an estimated $2.09K.
  • Winnow Wealth first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and held it in 1 quarter.
  • Winnow Wealth's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.09K 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 Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.