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

Arkadios 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 Q4	–	Sell	-4,158	Closed	-$237K	–	585
2022 Q3	$237K	Buy	+4,158	New	+$254K	0.04%	441
2022 Q2	–	Sell	-3,926	Closed	-$254K	–	593
2022 Q1	$254K	Sell	3,926 -746	-16%	-$44.3K	0.03%	466
2021 Q4	$318K	Buy	4,672 +592	+15%	+$42.7K	0.04%	434
2021 Q3	$255K	Sell	4,080 -12,604	-76%	-$825K	0.04%	442
2021 Q2	$1.15M	Sell	16,684 -1,501	-8%	-$95.5K	0.14%	177
2021 Q1	$1.25M	Buy	18,185 +10,887	+149%	+$836K	0.21%	126
2020 Q4	$512K	Buy	+7,298	New	+$416K	0.11%	197
2020 Q2	–	Sell	-189	Closed	-$3.78K	–	1100
2020 Q1	$3.78K	Buy	189 +1	+0.5%	+$25	﹤0.01%	839
2019 Q4	$5.5K	Buy	+188	New	+$4.24K	﹤0.01%	690

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

RJFSA

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Arkadios Wealth Advisors's QCLN Position: Q4 2022 in Review

Arkadios Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 4,158 shares — an estimated $237K sold.

Arkadios Wealth Advisors first reported a position in QCLN in Q4 2019 and held it in 9 quarters. The position peaked at $1.25M in Q1 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Arkadios Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,158 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $237K.
Arkadios Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2019 and held it in 9 quarters.
Arkadios Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.25M in Q1 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.