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

Baystate Wealth 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
2023
Q4 		$16.9K Buy
+400
New +$15.2K ﹤0.01% 602

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baystate Wealth Management's QCLN Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023: 400 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

  • Baystate Wealth Management held 400 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $16.9K as of Q4 2023.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Baystate Wealth Management position in Q4 2023.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #602 holding.
  • 250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.