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

Cabot 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 Q4	–	Sell	-4,094	Closed	-$233K	–	151
2022 Q3	$233K	Sell	4,094 -179	-4%	-$10.9K	0.04%	141
2022 Q2	$223K	Buy	4,273 +386	+10%	+$21.1K	0.04%	145
2022 Q1	$251K	Buy	3,887 +431	+12%	+$25.6K	0.03%	144
2021 Q4	$235K	Hold	3,456	–	–	0.03%	152
2021 Q3	$216K	Hold	3,456	–	–	0.03%	155
2021 Q2	$239K	Sell	3,456 -148	-4%	-$9.41K	0.03%	151
2021 Q1	$247K	Buy	3,604 +17	+0.5%	+$1.3K	0.03%	142
2020 Q4	$252K	Buy	+3,587	New	+$204K	0.04%	132

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cabot Wealth Management's QCLN Position: Q4 2022 in Review

Cabot Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 4,094 shares — an estimated $233K sold.

Cabot Wealth Management first reported a position in QCLN in Q4 2020 and held it in 8 quarters. The position peaked at $252K in Q4 2020. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Cabot Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Cabot Wealth Management sold 4,094 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $233K.
Cabot Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 8 quarters.
Cabot Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $252K in Q4 2020.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Cabot Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.