Wealthcare Advisory Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Wealthcare Advisory Partners’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	$9.59M	Buy	49,996 +1,601	+3%	+$301K	0.18%	114
2026 Q1	$7.92M	Buy	48,395 +333	+0.7%	+$55.3K	0.15%	129
2025 Q4	$7.35M	Buy	48,062 +3,139	+7%	+$482K	0.14%	129
2025 Q3	$6.79M	Buy	44,923 +2,740	+6%	+$394K	0.14%	131
2025 Q2	$5.86M	Buy	42,183 +13,398	+47%	+$1.66M	0.13%	138
2025 Q1	$3.26M	Buy	28,785 +26,181	+1,005%	+$3.13M	0.09%	196
2024 Q4	$311K	Buy	+2,604	New	+$324K	0.01%	701

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

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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return