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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
11,355
-865
-7% -$120K 0.34% 54
2025
Q1
$1.38M Sell
12,220
-13,220
-52% -$1.5M 0.34% 52
2024
Q4
$3.24M Buy
25,440
+1,237
+5% +$157K 0.85% 33
2024
Q3
$3.04M Buy
+24,203
New +$3.04M 1.1% 27