Acorn Financial Advisory Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Acorn Financial Advisory Services’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
2024 Q1	–	Sell	-10,921	Closed	-$461K	–	237
2023 Q4	$461K	Sell	10,921 -48	-0.4%	-$1.82K	0.08%	151
2023 Q3	$468K	Hold	10,969	–	–	0.08%	139
2023 Q2	$561K	Buy	10,969 +300	+3%	+$14.5K	0.1%	121
2023 Q1	$557K	Buy	10,669 +1	+0%	+$52	0.11%	115
2022 Q4	$503K	Buy	10,668 +2	+0%	+$110	0.11%	117
2022 Q3	$608K	Buy	10,666 +1	+0%	+$61	0.15%	107
2022 Q2	$557K	Buy	10,665 +636	+6%	+$34.8K	0.13%	107
2022 Q1	$648K	Buy	10,029 +570	+6%	+$33.9K	0.13%	109
2021 Q4	$643K	Buy	9,459 +619	+7%	+$44.6K	0.13%	112
2021 Q3	$553K	Buy	+8,840	New	+$579K	0.17%	124

Other funds holding QCLN

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WANY

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

Acorn Financial Advisory Services's QCLN Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 10,921 shares — an estimated $461K sold.

Acorn Financial Advisory Services first reported a position in QCLN in Q3 2021 and held it in 10 quarters. The position peaked at $648K in Q1 2022. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Acorn Financial Advisory Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 10,921 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $461K.
Acorn Financial Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 10 quarters.
Acorn Financial Advisory Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $648K in Q1 2022.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.