Advisor Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Advisor Group’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
2019 Q4	$356K	Buy	14,266 +750	+6%	+$16.9K	﹤0.01%	1919
2019 Q3	$290K	Buy	13,516 +228	+2%	+$4.94K	﹤0.01%	2039
2019 Q2	$280K	Buy	13,288 +148	+1%	+$3.04K	﹤0.01%	2050
2019 Q1	$264K	Hold	13,140	–	–	﹤0.01%	2043
2018 Q4	$232K	Buy	13,140 +500	+4%	+$9.32K	﹤0.01%	1979
2018 Q3	$250K	Buy	12,640 +3,488	+38%	+$70.2K	﹤0.01%	1998
2018 Q2	$179K	Buy	9,152 +250	+3%	+$4.97K	﹤0.01%	2062
2018 Q1	$174K	Hold	8,902	–	–	﹤0.01%	2080
2017 Q4	$180K	Buy	8,902 +2,852	+47%	+$57.5K	﹤0.01%	2087
2017 Q3	$116K	Buy	+6,050	New	+$113K	﹤0.01%	2279

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

RJFSA

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

Advisor Group's QCLN Position: Q4 2019 in Review

Advisor Group increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 5.5% in Q4 2019, buying an estimated $16.9K and bringing the position to 14,266 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Advisor Group first reported a position in QCLN in Q3 2017 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold QCLN as of Q4 2019.

Advisor Group held 14,266 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $356K as of Q4 2019.
Advisor Group bought 750 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2019, an estimated $16.9K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1919 holding.
Advisor Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2017 and has held it in 10 quarters since.
63 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.