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

BDO Wealth 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
2023 Q2	$42.5K	Buy	831 +2	+0.2%	+$97	﹤0.01%	466
2023 Q1	$43.3K	Sell	829 -99	-11%	-$5.18K	0.01%	446
2022 Q4	$43.8K	Buy	928 +1	+0.1%	+$55	0.01%	436
2022 Q3	$53K	Buy	927 +1	+0.1%	+$61	0.01%	399
2022 Q2	$48K	Hold	926	–	–	0.01%	416
2022 Q1	$60K	Hold	926	–	–	0.01%	402
2021 Q4	$63K	Hold	926	–	–	0.01%	412
2021 Q3	$58K	Sell	926 -50	-5%	-$3.27K	0.01%	424
2021 Q2	$68K	Sell	976 -150	-13%	-$9.54K	0.01%	420
2021 Q1	$77K	Buy	1,126 +200	+22%	+$15.4K	0.01%	388
2020 Q4	$65K	Buy	926 +501	+118%	+$28.5K	0.01%	331
2020 Q3	$19K	Buy	425 +225	+113%	+$8.63K	﹤0.01%	429
2020 Q2	$6K	Buy	+200	New	+$5.1K	﹤0.01%	547

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

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

WANY

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

BDO Wealth Advisors's QCLN Position: Q2 2023 in Review

BDO Wealth Advisors increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 0.24% in Q2 2023, buying an estimated $97 and bringing the position to 831 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

BDO Wealth Advisors first reported a position in QCLN in Q2 2020 and has held it in 13 quarters since. The position peaked at $77K in Q1 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

BDO Wealth Advisors held 831 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $42.5K as of Q2 2023.
BDO Wealth Advisors bought 2 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $97.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #466 holding.
BDO Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $77K in Q1 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.