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

KFG Wealth Management’s Portfolio GRID Stock Details GRID Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$457K Buy
3,284
+129
+4% +$17.9K 0.07% 131
2025
Q1 		$357K Buy
3,155
+318
+11% +$36K 0.06% 138
2024
Q4 		$339K Buy
2,837
+703
+33% +$83.9K 0.06% 132
2024
Q3 		$272K Buy
+2,134
New +$272K 0.06% 149