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First Trust NASDAQ Clean Edge shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group 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 Keystone Financial Group 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 21k 104.71
2023-09-30 $1.9M 21k 93.89
2023-06-30 $363k 3.5k 105.11

More positions owned by Keystone Financial Group

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPLG)
Apple Common Stock (AAPL)
Vanguard Total MF Closed and MF Open (VTI)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Portfolio MF Closed and MF Open (SPYV)
Vanguard S&p MF Closed and MF Open (VOO)
Jpmorgan Us MF Closed and MF Open (JQUA)
Vanguard Value MF Closed and MF Open (VTV)
Berkshire Hathaway Common Stock (BRK.B)
Berkshire Hathaway Common Stock (BRK.A)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Victoryshares Us MF Closed and MF Open (CFO)

View all positions for Keystone Financial Group

Top funds holding First Trust NASDAQ Clean Edge

Bank of America Corporation
UBS Group
Arlington Financial Advisors
Wells Fargo & Company
Advisor Group Holdings
Kestra Advisory Services
Private Advisor
Stifel Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Raymond James & Associates
National Bank Of Canada /fi/
Concorde Asset Management
HPM Partners
Captrust Financial Advisors

View all funds holding First Trust NASDAQ Clean Edge