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

Bluesphere 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
Q4 		– Sell
-8,957
Closed -$322K – 108
2024
Q3 		$322K Sell
8,957
-1,398
-14% -$49K 0.16% 80
2024
Q2 		$352K Sell
10,355
-2,213
-18% -$76.7K 0.18% 70
2024
Q1 		$436K Sell
12,568
-2,551
-17% -$90.5K 0.24% 58
2023
Q4 		$638K Sell
15,119
-4,058
-21% -$154K 0.4% 37
2023
Q3 		$818K Buy
19,177
+835
+5% +$40.8K 0.59% 31
2023
Q2 		$938K Buy
18,342
+3,512
+24% +$169K 0.65% 28
2023
Q1 		$775K Buy
14,830
+949
+7% +$49.7K 0.64% 28
2022
Q4 		$655K Sell
13,881
-7,785
-36% -$427K 0.58% 29
2022
Q3 		$1.23M Buy
21,666
+4
+0% +$244 1.23% 12
2022
Q2 		$1.13M Sell
21,662
-6,229
-22% -$341K 1.1% 18
2022
Q1 		$1.8M Sell
27,891
-95
-0.3% -$5.64K 1.52% 13
2021
Q4 		$1.9M Buy
27,986
+2,210
+9% +$159K 1.58% 13
2021
Q3 		$1.61M Buy
25,776
+404
+2% +$26.5K 1.55% 16
2021
Q2 		$1.76M Sell
25,372
-5,895
-19% -$375K 1.55% 17
2021
Q1 		$2.15M Sell
31,267
-4,340
-12% -$333K 1.94% 16
2020
Q4 		$2.5M Buy
+35,607
New +$2.03M 2.68% 11

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bluesphere Advisors's QCLN Position: Q4 2024 in Review

Bluesphere Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 8,957 shares — an estimated $322K sold.

Bluesphere Advisors first reported a position in QCLN in Q4 2020 and held it in 16 quarters. The position peaked at $2.5M in Q4 2020. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

  • Bluesphere Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
  • Bluesphere Advisors sold 8,957 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $322K.
  • Bluesphere Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 16 quarters.
  • Bluesphere Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.5M in Q4 2020.
  • 174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Bluesphere Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.