United Advisor Group’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 | $783K | Buy |
5,632
+106
| +2% | +$14.7K | 0.14% | 158 |
|
|
2025
Q1 | $625K | Buy |
5,526
+493
| +10% | +$55.8K | 0.13% | 158 |
|
|
2024
Q4 | $601K | Buy |
5,033
+39
| +0.8% | +$4.65K | 0.12% | 176 |
|
|
2024
Q3 | $635K | Buy |
4,994
+915
| +22% | +$116K | 0.14% | 150 |
|
|
2024
Q2 | $471K | Buy |
4,079
+135
| +3% | +$15.6K | 0.15% | 135 |
|
|
2024
Q1 | $452K | Buy |
+3,944
| New | +$452K | 0.17% | 126 |
|