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

Beacon Pointe 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 Q1	–	Sell	-6,172	Closed	-$260K	–	1402
2023 Q4	$260K	Buy	+6,172	New	+$234K	﹤0.01%	1120
2022 Q4	–	Sell	-7,027	Closed	-$398K	–	1097
2022 Q3	$398K	Sell	7,027 -701	-9%	-$42.8K	0.01%	711
2022 Q2	$405K	Sell	7,728 -6,076	-44%	-$333K	0.01%	719
2022 Q1	$892K	Buy	13,804 +4,275	+45%	+$254K	0.01%	655
2021 Q4	$648K	Buy	9,529 +4,327	+83%	+$312K	0.02%	483
2021 Q3	$326K	Sell	5,202 -502	-9%	-$32.9K	0.01%	676
2021 Q2	$395K	Buy	+5,704	New	+$363K	0.01%	562

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

WANY

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

Beacon Pointe Advisors's QCLN Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 6,172 shares — an estimated $260K sold.

Beacon Pointe Advisors first reported a position in QCLN in Q2 2021 and held it in 7 quarters. The position peaked at $892K in Q1 2022. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Beacon Pointe Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 6,172 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $260K.
Beacon Pointe Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 7 quarters.
Beacon Pointe Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $892K in Q1 2022.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.