Baron Silver Stevens Financial Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021 Q1	–	Sell	-765	Closed	-$53K	–	365
2020 Q4	$53K	Buy	+765	New	+$43.6K	0.02%	135

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's QCLN Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2021, closing a stake of 765 shares — an estimated $53K sold.

Baron Silver Stevens Financial Advisors first reported a position in QCLN in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 280 funds tracked by Wall St. Rank hold QCLN as of Q1 2021.

Baron Silver Stevens Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2021 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 765 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2021, an estimated $53K.
Baron Silver Stevens Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 1 quarter.
Baron Silver Stevens Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $53K in Q4 2020.
280 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.