Medallion Wealth Advisors, LLC’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio GRID Stock Details GRID Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Buy
2025 Q4	$198K	Hold
2025 Q3	$196K	Hold
2025 Q2	$180K	Buy
2025 Q1	$108K	Hold
2024 Q4	$111K	Buy