Avestar Capital’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Avestar Capital’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	-3,925	Closed	-$267K	–	456
2021 Q4	$267K	Buy	+3,925	New	+$283K	0.03%	371
2018 Q4	–	Sell	-2,426	Closed	-$47K	–	966
2018 Q3	$47K	Sell	2,426 -71,693	-97%	-$1.44M	0.03%	280
2018 Q2	$1.43M	Buy	74,119 +30,529	+70%	+$607K	0.9%	28
2018 Q1	$832K	Buy	43,590 +42,890	+6,127%	+$873K	0.54%	34
2017 Q4	$14K	Buy	+700	New	+$14.1K	0.01%	394

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avestar Capital's QCLN Position: Q1 2022 in Review

Avestar Capital sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 3,925 shares — an estimated $267K sold.

Avestar Capital first reported a position in QCLN in Q4 2017 and held it in 5 quarters. The position peaked at $1.43M in Q2 2018. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

Avestar Capital reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
Avestar Capital sold 3,925 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $267K.
Avestar Capital first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2017 and held it in 5 quarters.
Avestar Capital's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.43M in Q2 2018.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.