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

B. Riley 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 Q2	$865	Sell	16,568 -11,241	-40%	-$616K	﹤0.01%	321
2022 Q1	$1.8M	Sell	27,809 -2,039	-7%	-$121K	0.14%	148
2021 Q4	$2.03M	Buy	29,848 +4,940	+20%	+$356K	0.14%	146
2021 Q3	$1.56M	Sell	24,908 -759	-3%	-$49.7K	0.12%	172
2021 Q2	$1.78M	Buy	25,667 +6,910	+37%	+$439K	0.2%	114
2021 Q1	$1.29M	Buy	18,757 +1,592	+9%	+$122K	0.15%	137
2020 Q4	$1.21M	Buy	+17,165	New	+$978K	0.16%	131

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Management's QCLN Position: Q2 2022 in Review

B. Riley Wealth Management reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 40% in Q2 2022, selling an estimated $616K and leaving 16,568 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #321.

B. Riley Wealth Management first reported a position in QCLN in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2021. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

B. Riley Wealth Management held 16,568 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $865 as of Q2 2022.
B. Riley Wealth Management sold 11,241 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $616K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #321 holding.
B. Riley Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 7 quarters since.
B. Riley Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.03M in Q4 2021.
291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.