Bogart Wealth LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Bogart Wealth LLC’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	-15	Closed	-$539	–	1366
2024 Q3	$539	Hold	15	–	–	﹤0.01%	1069
2024 Q2	$510	Hold	15	–	–	﹤0.01%	1054
2024 Q1	$520	Hold	15	–	–	﹤0.01%	1008
2023 Q4	$633	Hold	15	–	–	﹤0.01%	991
2023 Q3	$639	Hold	15	–	–	﹤0.01%	990
2023 Q2	$767	Hold	15	–	–	﹤0.01%	959
2023 Q1	$783	Hold	15	–	–	﹤0.01%	1003
2022 Q4	$708	Sell	15 -25	-63%	-$1.37K	﹤0.01%	883
2022 Q3	$2K	Buy	+40	New	+$2.44K	﹤0.01%	836

Other funds holding QCLN

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

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

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

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

Bogart Wealth LLC's QCLN Position: Q4 2024 in Review

Bogart Wealth LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 15 shares — an estimated $539 sold.

Bogart Wealth LLC first reported a position in QCLN in Q3 2022 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Bogart Wealth LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Bogart Wealth LLC sold 15 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $539.
Bogart Wealth LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 9 quarters.
Bogart Wealth LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2K in Q3 2022.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.