Brewin Dolphin Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Brewin Dolphin Wealth Management’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
2022 Q2	$32K	Hold	620	–	–	﹤0.01%	217
2022 Q1	$40K	Hold	620	–	–	﹤0.01%	207
2021 Q4	$42K	Hold	620	–	–	﹤0.01%	208
2021 Q3	$38.8K	Buy	620 +22	+4%	+$1.44K	﹤0.01%	216
2021 Q2	$41.4K	Buy	598 +135	+29%	+$8.59K	0.01%	209
2021 Q1	$31.8K	Buy	+463	New	+$35.5K	﹤0.01%	222

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brewin Dolphin Wealth Management's QCLN Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q2 2022 at 620 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Brewin Dolphin Wealth Management first reported a position in QCLN in Q1 2021 and has held it in 6 quarters since. The position peaked at $42K in Q4 2021. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

Brewin Dolphin Wealth Management held 620 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $32K as of Q2 2022.
Brewin Dolphin Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q2 2022.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #217 holding.
Brewin Dolphin Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and has held it in 6 quarters since.
Brewin Dolphin Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $42K in Q4 2021.
291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.