Bank Hapoalim BM’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Bank Hapoalim BM’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
2023 Q2	–	Sell	-122,410	Closed	-$6.39M	–	157
2023 Q1	$6.39M	Sell	122,410 -61,000	-33%	-$3.19M	0.88%	37
2022 Q4	$8.65M	Hold	183,410	–	–	1.08%	33
2022 Q3	$10.4M	Hold	183,410	–	–	1.31%	25
2022 Q2	$9.57M	Hold	183,410	–	–	1.19%	29
2022 Q1	$11.9M	Hold	183,410	–	–	1.23%	29
2021 Q4	$12.5M	Hold	183,410	–	–	1.25%	27
2021 Q3	$11.5M	Buy	183,410 +142,028	+343%	+$9.3M	1.2%	26
2021 Q2	$12.7M	Sell	41,382 -58,618	-59%	-$3.73M	1.44%	19
2021 Q1	$6.86M	Buy	+100,000	New	+$7.68M	0.87%	35

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WANY

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

Bank Hapoalim BM's QCLN Position: Q2 2023 in Review

Bank Hapoalim BM sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 122,410 shares — an estimated $6.39M sold.

Bank Hapoalim BM first reported a position in QCLN in Q1 2021 and held it in 9 quarters. The position peaked at $12.7M in Q2 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Bank Hapoalim BM reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Bank Hapoalim BM sold 122,410 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $6.39M.
Bank Hapoalim BM first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 9 quarters.
Bank Hapoalim BM's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $12.7M in Q2 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Bank Hapoalim BM's 13F filing for Q2 2023, filed 26 Jul 2023.