GeoWealth Management’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 Q4	–	Sell	-7,847	Closed	-$999K	–	1839
2024 Q3	$999K	Buy	+7,847	New	+$999K	0.04%	310