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

Activest 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 Q1	–	Sell	-2,410	Closed	-$114K	–	500
2022 Q4	$114K	Hold	2,410	–	–	0.03%	120
2022 Q3	$137K	Buy	+2,410	New	+$147K	0.04%	111
2022 Q1	–	Sell	-596	Closed	-$41K	–	365
2021 Q4	$41K	Sell	596 -605	-50%	-$43.6K	0.03%	115
2021 Q3	$75K	Buy	1,201 +605	+102%	+$39.6K	0.05%	97
2021 Q2	$41K	Sell	596 -605	-50%	-$38.5K	0.03%	108
2021 Q1	$83K	Buy	+1,201	New	+$92.2K	0.07%	77

Other funds holding QCLN

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

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

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

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

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

Activest Wealth Management's QCLN Position: Q1 2023 in Review

Activest Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 2,410 shares — an estimated $114K sold.

Activest Wealth Management first reported a position in QCLN in Q1 2021 and held it in 6 quarters. The position peaked at $137K in Q3 2022. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Activest Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Activest Wealth Management sold 2,410 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $114K.
Activest Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 6 quarters.
Activest Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $137K in Q3 2022.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.