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Concurrent Investment Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Concurrent Investment Advisors’s Portfolio GRID Stock Details GRID Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.63M Buy
11,732
+2,214
+23% +$308K 0.03% 475
2025
Q1 		$1.08M Buy
+9,518
New +$1.08M 0.03% 529