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

Modern 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 		$8.16M Buy
58,705
+51,105
+672% +$7.1M 0.2% 112
2025
Q1 		$860K Buy
7,600
+3,700
+95% +$419K 0.03% 326
2024
Q4 		$465K Buy
+3,900
New +$465K 0.02% 374