Montis Financial’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	$2.11M	Sell	15,156 -1,086	-7%	-$151K	0.59%	31
2025 Q1	$1.84M	Sell	16,242 -1,400	-8%	-$158K	0.54%	33
2024 Q4	$2.11M	Sell	17,642 -1,894	-10%	-$226K	0.65%	28
2024 Q3	$2.49M	Buy	+19,536	New	+$2.49M	0.88%	22