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

Calton & Associates’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
2018
Q1 		– Sell
-259
Closed -$5K – 1054
2017
Q4 		$5K Buy
+259
New +$5.22K ﹤0.01% 1257

Other funds holding QCLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Calton & Associates's QCLN Position: Q1 2018 in Review

Calton & Associates sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2018, closing a stake of 259 shares — an estimated $5K sold.

Calton & Associates first reported a position in QCLN in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 47 funds tracked by Wall St. Rank hold QCLN as of Q1 2018.

  • Calton & Associates reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 259 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $5K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.