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

Anfield Capital 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
2022 Q1	–	Sell	-15,515	Closed	-$1.05M	–	133
2021 Q4	$1.05M	Buy	15,515 +183	+1%	+$13.2K	0.36%	45
2021 Q3	$960K	Buy	15,332 +366	+2%	+$24K	0.3%	58
2021 Q2	$1.04M	Buy	14,966 +366	+3%	+$23.3K	0.39%	49
2021 Q1	$1M	Sell	14,600 -23,570	-62%	-$1.81M	0.4%	56
2020 Q4	$2.68M	Sell	38,170 -5,440	-12%	-$310K	1.14%	24
2020 Q3	$1.93M	Buy	+43,610	New	+$1.67M	1.12%	23

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

RJFSA

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

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

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

Anfield Capital Management's QCLN Position: Q1 2022 in Review

Anfield Capital Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 15,515 shares — an estimated $1.05M sold.

Anfield Capital Management first reported a position in QCLN in Q3 2020 and held it in 6 quarters. The position peaked at $2.68M in Q4 2020. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

Anfield Capital Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
Anfield Capital Management sold 15,515 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $1.05M.
Anfield Capital Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 6 quarters.
Anfield Capital Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.68M in Q4 2020.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Anfield Capital Management's 13F filing for Q1 2022, filed 10 May 2022.