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

Berger Financial Group’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
-7,079
Closed -$245K – 375
2024
Q1 		$245K Buy
7,079
+1,123
+19% +$39.8K 0.02% 321
2023
Q4 		$251K Sell
5,956
-1,411
-19% -$53.6K 0.03% 265
2023
Q3 		$314K Sell
7,367
-2,778
-27% -$136K 0.04% 207
2023
Q2 		$519K Sell
10,145
-1,378
-12% -$66.5K 0.06% 152
2023
Q1 		$602K Sell
11,523
-1,770
-13% -$92.7K 0.07% 142
2022
Q4 		$627K Sell
13,293
-1,215
-8% -$66.6K 0.08% 134
2022
Q3 		$827K Sell
14,508
-378
-3% -$23.1K 0.12% 110
2022
Q2 		$777K Sell
14,886
-1,201
-7% -$65.8K 0.11% 105
2022
Q1 		$1.04M Buy
16,087
+3,173
+25% +$189K 0.13% 98
2021
Q4 		$878K Sell
12,914
-2,537
-16% -$183K 0.12% 111
2021
Q3 		$967K Sell
15,451
-738
-5% -$48.3K 0.17% 79
2021
Q2 		$1.12M Sell
16,189
-3,807
-19% -$242K 0.2% 76
2021
Q1 		$1.37M Buy
19,996
+12,122
+154% +$931K 0.3% 68
2020
Q4 		$553K Buy
+7,874
New +$448K 0.1% 121

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BNP Paribas Financial Markets
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

Berger Financial Group's QCLN Position: Q2 2024 in Review

Berger Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 7,079 shares — an estimated $245K sold.

Berger Financial Group first reported a position in QCLN in Q4 2020 and held it in 14 quarters. The position peaked at $1.37M in Q1 2021. 198 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

  • Berger Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
  • Berger Financial Group sold 7,079 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $245K.
  • Berger Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 14 quarters.
  • Berger Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.37M in Q1 2021.
  • 198 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Berger Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.