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

Dogwood 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
2026 Q2	$384	Hold	2	–	–	﹤0.01%	815
2026 Q1	$327	Hold	2	–	–	﹤0.01%	809
2025 Q4	$306	Hold	2	–	–	﹤0.01%	680
2025 Q3	$302	Hold	2	–	–	﹤0.01%	680
2025 Q2	$276	Sell	2 -166	-99%	-$20.6K	﹤0.01%	660
2025 Q1	$19K	Hold	168	–	–	0.01%	160
2024 Q4	$20K	Buy	168 +2	+1%	+$249	0.01%	147
2024 Q3	$21.1K	Buy	+166	New	+$19.8K	0.01%	137

Other funds holding GRID

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $208M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return