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

Aprio 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
2025 Q2	$14.5M	Sell
2025 Q1	$12M	Buy
2024 Q4	$11M	Buy
2024 Q3	$9.58M	Buy
2024 Q2	$6.24M	Buy
2024 Q1	$251K	Buy
2023 Q4	$204K	Buy