Accel Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Accel Wealth Management’s Portfolio QCLN Stock Details QCLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-490	Closed	-$25.6K	–	680
2023 Q1	$25.6K	Hold	490	–	–	0.01%	638
2022 Q4	$23.1K	Sell	490 -113	-19%	-$6.19K	0.01%	511
2022 Q3	$37K	Hold	603	–	–	0.02%	431
2022 Q2	$31K	Sell	603 -200	-25%	-$11K	0.02%	447
2022 Q1	$52K	Sell	803 -1,917	-70%	-$114K	0.03%	373
2021 Q4	$185K	Sell	2,720 -4,895	-64%	-$353K	0.09%	176
2021 Q3	$477K	Sell	7,615 -605	-7%	-$39.6K	0.31%	69
2021 Q2	$569K	Sell	8,220 -50	-0.6%	-$3.18K	0.38%	62
2021 Q1	$567K	Buy	8,270 +3,810	+85%	+$293K	0.46%	52
2020 Q4	$313K	Buy	+4,460	New	+$254K	0.29%	72

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Accel Wealth Management's QCLN Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 490 shares — an estimated $25.6K sold.

Accel Wealth Management first reported a position in QCLN in Q4 2020 and held it in 10 quarters. The position peaked at $569K in Q2 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Accel Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 490 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $25.6K.
Accel Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $569K in Q2 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.