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Burleson & Co’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Burleson & Co’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
Q4 		$330 Hold
7
– – ﹤0.01% 388
2022
Q3 		$0 Hold
7
– – ﹤0.01% 473
2022
Q2 		$0 Hold
7
– – ﹤0.01% 501
2022
Q1 		$0 Hold
7
– – ﹤0.01% 446
2021
Q4 		$0 Buy
+7
New +$504 ﹤0.01% 391

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Burleson & Co's QCLN Position: Q4 2022 in Review

Burleson & Co held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q4 2022 at 7 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Burleson & Co first reported a position in QCLN in Q4 2021 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

  • Burleson & Co held 7 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $330 as of Q4 2022.
  • Burleson & Co left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q4 2022.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #388 holding.
  • Burleson & Co first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.