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First Trust NASDAQ Clean Edge shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of First Trust NASDAQ Clean Edge (GRID) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in First Trust NASDAQ Clean Edge

Tip: Access up to 7 years of quarterly data

All positions including First Trust NASDAQ Clean Edge held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust NASDAQ Clean Edge by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 75k 127.25
2024-06-30 $6.2M 54k 115.58
2024-03-31 $251k 2.2k 114.61
2023-12-31 $204k 1.9k 104.71

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

Top funds holding First Trust NASDAQ Clean Edge

Bank of America Corporation
Assetmark
Morgan Stanley
LPL Financial
International Assets Investment Management
Traphagen Investment Advisors
Wells Fargo & Company
Gitterman Wealth Management
Arlington Financial Advisors
Flow Traders US
Kestra Advisory Services
Mivtachim The Workers Social Insurance Fund
Raymond James & Associates
Commonwealth Equity Services
Private Advisor

View all funds holding First Trust NASDAQ Clean Edge