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

Aquire Wealth Advisors’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
-269
Closed -$18K – 191
2021
Q4 		$18K Buy
+269
New +$19.4K 0.01% 115

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
CIBC Private Wealth Group
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aquire Wealth Advisors's QCLN Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 269 shares — an estimated $18K sold.

Aquire Wealth Advisors first reported a position in QCLN in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 269 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $18K.
  • Aquire Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $18K in Q4 2021.
  • 325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.