Bell Rock Capital’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Bell Rock Capital’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
2020 Q1	–	Sell	-500	Closed	-$12K	–	237
2019 Q4	$12K	Hold	500	–	–	0.01%	306
2019 Q3	$10K	Hold	500	–	–	0.01%	300
2019 Q2	$10K	Hold	500	–	–	0.01%	305
2019 Q1	$10K	Hold	500	–	–	0.01%	337
2018 Q4	$8K	Hold	500	–	–	0.01%	359
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	358
2018 Q2	$10K	Hold	500	–	–	0.01%	372
2018 Q1	$10K	Buy	+500	New	+$10.2K	0.01%	372

Other funds holding QCLN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bell Rock Capital's QCLN Position: Q1 2020 in Review

Bell Rock Capital sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2020, closing a stake of 500 shares — an estimated $12K sold.

Bell Rock Capital first reported a position in QCLN in Q1 2018 and held it in 8 quarters. The position peaked at $12K in Q4 2019. 66 funds tracked by Wall St. Rank hold QCLN as of Q1 2020.

Bell Rock Capital reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 500 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2020, an estimated $12K.
Bell Rock Capital first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2018 and held it in 8 quarters.
Bell Rock Capital's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $12K in Q4 2019.
66 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.