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Bard Financial Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Bard Financial Services’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
Q3 		– Sell
-5,000
Closed -$256K – 288
2023
Q2 		$256K Hold
5,000
– – 0.02% 269
2023
Q1 		$261K Buy
+5,000
New +$262K 0.02% 273

Other funds holding QCLN

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bard Financial Services's QCLN Position: Q3 2023 in Review

Bard Financial Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 5,000 shares — an estimated $256K sold.

Bard Financial Services first reported a position in QCLN in Q1 2023 and held it in 2 quarters. The position peaked at $261K in Q1 2023. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

  • Bard Financial Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 5,000 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $256K.
  • Bard Financial Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2023 and held it in 2 quarters.
  • Bard Financial Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $261K in Q1 2023.
  • 255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.