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

Baldwin Wealth Partners’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	-200	Closed	-$6.8K	–	1155
2024 Q2	$6.8K	Sell	200 -100	-33%	-$3.47K	﹤0.01%	569
2024 Q1	$10.4K	Sell	300 -75	-20%	-$2.66K	﹤0.01%	551
2023 Q4	$15.8K	Hold	375	–	–	﹤0.01%	528
2023 Q3	$16K	Sell	375 -100	-21%	-$4.88K	﹤0.01%	537
2023 Q2	$24.3K	Hold	475	–	–	﹤0.01%	516
2023 Q1	$24.8K	Hold	475	–	–	﹤0.01%	524
2022 Q4	$22.4K	Hold	475	–	–	﹤0.01%	522
2022 Q3	$27K	Hold	475	–	–	﹤0.01%	415
2022 Q2	$25K	Hold	475	–	–	﹤0.01%	448
2022 Q1	$31K	Hold	475	–	–	﹤0.01%	437
2021 Q4	$32K	Sell	475 -117	-20%	-$8.43K	﹤0.01%	403
2021 Q3	$37K	Hold	592	–	–	﹤0.01%	386
2021 Q2	$41K	Hold	592	–	–	﹤0.01%	380
2021 Q1	$41K	Buy	+592	New	+$45.4K	﹤0.01%	364

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

WANY

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

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

Baldwin Wealth Partners's QCLN Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 200 shares — an estimated $6.8K sold.

Baldwin Wealth Partners first reported a position in QCLN in Q1 2021 and held it in 14 quarters. The position peaked at $41K in Q2 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

Baldwin Wealth Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $6.8K.
Baldwin Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 14 quarters.
Baldwin Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $41K in Q2 2021.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.