B. Riley Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,118
Closed -$360K 1337
2024
Q2
$360K Buy
+3,118
New +$360K 0.01% 944
2022
Q1
Sell
-2,122
Closed -$218K 1439
2021
Q4
$218K Buy
+2,122
New +$218K 0.01% 1233