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

Avitas Wealth Management’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	-5,553	Closed	-$377K	–	212
2021 Q4	$377K	Sell	5,553 -14	-0.3%	-$1.01K	0.06%	166
2021 Q3	$348K	Sell	5,567 -39	-0.7%	-$2.55K	0.06%	178
2021 Q2	$388K	Buy	5,606 +953	+20%	+$60.6K	0.07%	185
2021 Q1	$319K	Sell	4,653 -3,426	-42%	-$263K	0.06%	197
2020 Q4	$567K	Sell	8,079 -33	-0.4%	-$1.88K	0.11%	183
2020 Q3	$360K	Buy	+8,112	New	+$311K	0.1%	169

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

Avitas Wealth Management's QCLN Position: Q1 2022 in Review

Avitas Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 5,553 shares — an estimated $377K sold.

Avitas Wealth Management first reported a position in QCLN in Q3 2020 and held it in 6 quarters. The position peaked at $567K in Q4 2020. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

Avitas Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
Avitas Wealth Management sold 5,553 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $377K.
Avitas Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 6 quarters.
Avitas Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $567K in Q4 2020.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.