Kraft Davis & Associates’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Kraft Davis & Associates’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$604K	Buy	3,329 +94	+3%	+$17.7K	0.13%	72
2026 Q1	$617K	Buy	3,235 +510	+19%	+$84.8K	0.13%	68
2025 Q4	$427K	Buy	2,725 +42	+2%	+$6.44K	0.1%	97
2025 Q3	$412K	Buy	2,683 +79	+3%	+$11.4K	0.1%	98
2025 Q2	$375K	Sell	2,604 -343	-12%	-$42.6K	0.1%	99
2025 Q1	$332K	Hold	2,947	–	–	0.11%	93
2024 Q4	$355K	Buy	2,947 +681	+30%	+$84.8K	0.1%	89
2024 Q3	$275K	Sell	2,266 -51	-2%	-$6.09K	0.08%	112
2024 Q2	$273K	Hold	2,317	–	–	0.08%	117
2024 Q1	$276K	Buy	2,317 +264	+13%	+$28K	0.08%	114
2023 Q4	$207K	Buy	+2,053	New	+$194K	0.06%	128

Other funds holding GRID

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $208M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return