Heritage Oak 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
2025 Q2	$1.2M	Buy	8,638 +29	+0.3%	+$4.03K	0.46%	33
2025 Q1	$974K	Buy	+8,609	New	+$974K	0.43%	37