American Institute for Advanced Investment Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

American Institute for Advanced Investment 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 Q3	–	Sell	-11,447	Closed	-$586K	–	121
2023 Q2	$586K	Sell	11,447 -114	-1%	-$5.5K	0.51%	55
2023 Q1	$580K	Sell	11,561 -3,175	-22%	-$166K	0.62%	46
2022 Q4	$695K	Sell	14,736 -3,149	-18%	-$173K	0.64%	49
2022 Q3	$1.02M	Buy	17,885 +8,980	+101%	+$548K	0.95%	35
2022 Q2	$465K	Sell	8,905 -7,165	-45%	-$393K	0.41%	62
2022 Q1	$1.04M	Buy	16,070 +1,165	+8%	+$69.2K	0.75%	42
2021 Q4	$1.01M	Buy	+14,905	New	+$1.07M	0.68%	46

Other funds holding QCLN

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

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

American Institute for Advanced Investment Management's QCLN Position: Q3 2023 in Review

American Institute for Advanced Investment Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 11,447 shares — an estimated $586K sold.

American Institute for Advanced Investment Management first reported a position in QCLN in Q4 2021 and held it in 7 quarters. The position peaked at $1.04M in Q1 2022. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

American Institute for Advanced Investment Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
American Institute for Advanced Investment Management sold 11,447 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $586K.
American Institute for Advanced Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 7 quarters.
American Institute for Advanced Investment Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.04M in Q1 2022.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2023, filed 31 Oct 2023.