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

Beaumont 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
2023 Q3	–	Sell	-187,868	Closed	-$9.61M	–	345
2023 Q2	$9.61M	Buy	+187,868	New	+$9.07M	0.89%	34
2022 Q2	–	Sell	-168,561	Closed	-$10.9M	–	353
2022 Q1	$10.9M	Buy	168,561 +164,856	+4,450%	+$9.8M	0.83%	35
2021 Q4	$252K	Sell	3,705 -149,285	-98%	-$10.8M	0.02%	308
2021 Q3	$9.58M	Buy	152,990 +149,604	+4,418%	+$9.8M	0.74%	41
2021 Q2	$234K	Buy	+3,386	New	+$215K	0.02%	338

Other funds holding QCLN

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

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

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

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

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

RJA

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

WANY

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

Beaumont Financial Advisors's QCLN Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 187,868 shares — an estimated $9.61M sold.

Beaumont Financial Advisors first reported a position in QCLN in Q2 2021 and held it in 5 quarters. The position peaked at $10.9M in Q1 2022. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Beaumont Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 187,868 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $9.61M.
Beaumont Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 5 quarters.
Beaumont Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $10.9M in Q1 2022.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.