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

Cambridge 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
2023 Q3	–	Sell	-4,024	Closed	-$206K	–	169
2023 Q2	$206K	Hold	4,024	–	–	0.05%	163
2023 Q1	$210K	Buy	+4,024	New	+$211K	0.05%	169
2022 Q4	–	Sell	-4,086	Closed	-$233K	–	182
2022 Q3	$233K	Sell	4,086 -87	-2%	-$5.31K	0.07%	158
2022 Q2	$218K	Buy	4,173 +370	+10%	+$20.3K	0.06%	165
2022 Q1	$246K	Buy	3,803 +764	+25%	+$45.4K	0.06%	165
2021 Q4	$207K	Buy	+3,039	New	+$219K	0.05%	180

Other funds holding QCLN

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cambridge Advisors's QCLN Position: Q3 2023 in Review

Cambridge Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 4,024 shares — an estimated $206K sold.

Cambridge Advisors first reported a position in QCLN in Q4 2021 and held it in 6 quarters. The position peaked at $246K in Q1 2022. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Cambridge Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Cambridge Advisors sold 4,024 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $206K.
Cambridge Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 6 quarters.
Cambridge Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $246K in Q1 2022.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Cambridge Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.