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First Trust NASDAQ Clean Edge shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $330k 2.2k 153.05
2025-06-30 $208k 1.5k 139.05

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Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Defined (DRSK)
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Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for TrueWealth Advisors

Top funds holding First Trust NASDAQ Clean Edge

LPL Financial
Harel Insurance Investments & Financial Services
UBS Group
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
Traphagen Investment Advisors
Perigon Wealth Management
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