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

Brendel 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
2021
Q3 		– Sell
-877
Closed -$61K – 234
2021
Q2 		$61K Buy
+877
New +$55.8K 0.03% 157
2021
Q1 		– Sell
-11,277
Closed -$792K – 95
2020
Q4 		$792K Buy
+11,277
New +$642K 0.54% 50

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Brendel Financial Advisors's QCLN Position: Q3 2021 in Review

Brendel Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2021, closing a stake of 877 shares — an estimated $61K sold.

Brendel Financial Advisors first reported a position in QCLN in Q4 2020 and held it in 2 quarters. The position peaked at $792K in Q4 2020. 283 funds tracked by Wall St. Rank hold QCLN as of Q3 2021.

  • Brendel Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 877 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2021, an estimated $61K.
  • Brendel Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 2 quarters.
  • Brendel Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $792K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.