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

BBJS 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
2024 Q2	–	Sell	-1,101	Closed	-$38.2K	–	181
2024 Q1	$38.2K	Sell	1,101 -425	-28%	-$15.1K	0.01%	75
2023 Q4	$64.4K	Buy	1,526 +936	+159%	+$35.5K	0.02%	62
2023 Q3	$25.2K	Sell	590 -16,489	-97%	-$806K	0.01%	81
2023 Q2	$874K	Sell	17,079 -31,704	-65%	-$1.53M	0.35%	32
2023 Q1	$2.55M	Sell	48,783 -35,599	-42%	-$1.86M	1.04%	23
2022 Q4	$3.98M	Buy	+84,382	New	+$4.62M	1.79%	16

Other funds holding QCLN

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WANY

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

BBJS Financial Advisors's QCLN Position: Q2 2024 in Review

BBJS Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 1,101 shares — an estimated $38.2K sold.

BBJS Financial Advisors first reported a position in QCLN in Q4 2022 and held it in 6 quarters. The position peaked at $3.98M in Q4 2022. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

BBJS Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
BBJS Financial Advisors sold 1,101 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $38.2K.
BBJS Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 6 quarters.
BBJS Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.98M in Q4 2022.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.