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Atria Investments’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Atria Investments’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
Q3 		– Sell
-8,772
Closed -$298K – 2025
2024
Q2 		$298K Buy
+8,772
New +$304K ﹤0.01% 1588

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's QCLN Position: Q3 2024 in Review

Atria Investments sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 8,772 shares — an estimated $298K sold.

Atria Investments first reported a position in QCLN in Q2 2024 and held it in 1 quarter. The position peaked at $298K in Q2 2024. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Atria Investments reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 8,772 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $298K.
  • Atria Investments first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2024 and held it in 1 quarter.
  • Atria Investments's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $298K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.