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

Arlington Financial 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
2024 Q1	–	Sell	-130,274	Closed	-$5.49M	–	87
2023 Q4	$5.49M	Sell	130,274 -14,308	-10%	-$543K	1.64%	18
2023 Q3	$6.16M	Buy	+144,582	New	+$7.06M	2.18%	14
2022 Q1	–	Sell	-25,523	Closed	-$1.74M	–	71
2021 Q4	$1.74M	Buy	+25,523	New	+$1.84M	0.59%	38

Other funds holding QCLN

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WANY

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

Arlington Financial Advisors's QCLN Position: Q1 2024 in Review

Arlington Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 130,274 shares — an estimated $5.49M sold.

Arlington Financial Advisors first reported a position in QCLN in Q4 2021 and held it in 3 quarters. The position peaked at $6.16M in Q3 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Arlington Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Arlington Financial Advisors sold 130,274 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $5.49M.
Arlington Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 3 quarters.
Arlington Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6.16M in Q3 2023.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Arlington Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.