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First Trust NASDAQ Clean Edge shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of First Trust NASDAQ Clean Edge (GRID) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $411k 2.5k 163.58

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View all positions for Kapstone Financial Advisors

Top funds holding First Trust NASDAQ Clean Edge

Morgan Stanley
LPL Financial
Bank of America Corporation
UBS Group
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Envestnet Asset Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
HighTower Advisors
Independent Advisor Alliance
Traphagen Investment Advisors

View all funds holding First Trust NASDAQ Clean Edge