Barrett Asset Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Barrett Asset 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
2021 Q4	–	Sell	-1,090	Closed	-$68K	–	641
2021 Q3	$68K	Hold	1,090	–	–	﹤0.01%	287
2021 Q2	$75K	Hold	1,090	–	–	﹤0.01%	271
2021 Q1	$75K	Buy	+1,090	New	+$83.7K	﹤0.01%	265

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Barrett Asset Management's QCLN Position: Q4 2021 in Review

Barrett Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021, closing a stake of 1,090 shares — an estimated $68K sold.

Barrett Asset Management first reported a position in QCLN in Q1 2021 and held it in 3 quarters. The position peaked at $75K in Q2 2021. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

Barrett Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 1,090 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $68K.
Barrett Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 3 quarters.
Barrett Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $75K in Q2 2021.
340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.