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

Atria Wealth Solutions’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 Q2	–	Sell	-13,045	Closed	-$452K	–	2039
2024 Q1	$452K	Sell	13,045 -62,013	-83%	-$2.2M	0.01%	1315
2023 Q4	$3.17M	Sell	75,058 -10,033	-12%	-$381K	0.04%	449
2023 Q3	$3.63M	Buy	85,091 +1,677	+2%	+$81.9K	0.05%	377
2023 Q2	$4.27M	Buy	83,414 +1,393	+2%	+$67.2K	0.06%	330
2023 Q1	$4.28M	Buy	82,021 +1,380	+2%	+$72.3K	0.06%	303
2022 Q4	$3.81M	Sell	80,641 -14,685	-15%	-$805K	0.06%	318
2022 Q3	$5.43M	Sell	95,326 -2,195	-2%	-$134K	0.09%	217
2022 Q2	$5.09M	Buy	97,521 +1,945	+2%	+$107K	0.1%	233
2022 Q1	$6.18M	Buy	+95,576	New	+$5.68M	0.1%	213

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

WANY

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

Atria Wealth Solutions's QCLN Position: Q2 2024 in Review

Atria Wealth Solutions sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 13,045 shares — an estimated $452K sold.

Atria Wealth Solutions first reported a position in QCLN in Q1 2022 and held it in 9 quarters. The position peaked at $6.18M in Q1 2022. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

Atria Wealth Solutions reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 13,045 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $452K.
Atria Wealth Solutions first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6.18M in Q1 2022.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.