Montis Financial »

First Trust NASDAQ Clean Edge shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust NASDAQ Clean Edge by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 14k 151.08
2025-06-30 $2.1M 15k 139.02
2025-03-31 $1.8M 16k 113.13
2024-12-31 $2.1M 18k 119.34
2024-09-30 $2.5M 20k 127.25

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding First Trust NASDAQ Clean Edge

Morgan Stanley
LPL Financial
Harel Insurance Investments & Financial Services
UBS Group
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
Traphagen Investment Advisors
Gitterman Wealth Management
Stifel Financial
Arlington Financial Advisors
Commonwealth Equity Services
Fil
Meitav Dash Investments
Royal Bank of Canada

View all funds holding First Trust NASDAQ Clean Edge