GRID β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Transform Wealth, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in FIRST TR EXCHANGE TRADED FD (GRID). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.06% (2024 Q4)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2024 Q4
⏱ Quarters held
1
% of Fund (quarterly)    GRID price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 INITIATED 8,533 β€” β€” 0.06% $1.0M $118.02

🏒 Other funds also holding GRID

As of 2025 Q4 β€” sorted by position size

Arlington Financial Advisors, LLC 3Y 7Y 5.09% TRAPHAGEN INVESTMENT ADVISORS LLC 4.49% Presidio Capital Management, LLC 3Y 4.36% Strive Asset Management, LLC 3.98% THRYVE WEALTH MANAGEMENT LLC 3.85% Adams Wealth Management 3Y 3.11% CacheTech Inc. 2.84% PECAUT & CO. 3Y 7Y 2.43% Wiser Advisor Group LLC 2.23% FISCHER INVESTMENT STRATEGIES, LLC 2.15%
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