Cape Investment Advisory’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Cape Investment Advisory’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
2024 Q1	–	Sell	-17	Closed	-$717	–	1122
2023 Q4	$717	Sell	17 -733	-98%	-$27.8K	﹤0.01%	1043
2023 Q3	$32K	Hold	750	–	–	0.02%	368
2023 Q2	$38.4K	Sell	750 -100	-12%	-$4.83K	0.02%	331
2023 Q1	$44.4K	Buy	+850	New	+$44.5K	0.03%	282

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WANY

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

Cape Investment Advisory's QCLN Position: Q1 2024 in Review

Cape Investment Advisory sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 17 shares — an estimated $717 sold.

Cape Investment Advisory first reported a position in QCLN in Q1 2023 and held it in 4 quarters. The position peaked at $44.4K in Q1 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Cape Investment Advisory reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Cape Investment Advisory sold 17 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $717.
Cape Investment Advisory first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2023 and held it in 4 quarters.
Cape Investment Advisory's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $44.4K in Q1 2023.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.