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

Carmichael Hill & 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
2024 Q3	–	Sell	-170	Closed	-$5.78K	–	800
2024 Q2	$5.78K	Hold	170	–	–	﹤0.01%	632
2024 Q1	$5.9K	Hold	170	–	–	﹤0.01%	620
2023 Q4	$7.17K	Sell	170 -147	-46%	-$5.58K	﹤0.01%	614
2023 Q3	$13.5K	Hold	317	–	–	0.01%	522
2023 Q2	$16.2K	Hold	317	–	–	0.01%	499
2023 Q1	$16.6K	Hold	317	–	–	0.01%	483
2022 Q4	$15K	Hold	317	–	–	0.01%	497
2022 Q3	$18K	Hold	317	–	–	0.01%	497
2022 Q2	$17K	Sell	317 -156	-33%	-$8.55K	0.01%	494
2022 Q1	$31K	Hold	473	–	–	0.01%	437
2021 Q4	$32K	Hold	473	–	–	0.01%	445
2021 Q3	$30K	Buy	473 +147	+45%	+$9.63K	0.01%	460
2021 Q2	$23K	Buy	326 +80	+33%	+$5.09K	0.01%	496
2021 Q1	$17K	Buy	246 +76	+45%	+$5.83K	0.01%	519
2020 Q4	$12K	Buy	+170	New	+$9.68K	0.01%	547

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WANY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carmichael Hill & Associates's QCLN Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 170 shares — an estimated $5.78K sold.

Carmichael Hill & Associates first reported a position in QCLN in Q4 2020 and held it in 15 quarters. The position peaked at $32K in Q4 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

Carmichael Hill & Associates reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 170 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $5.78K.
Carmichael Hill & Associates first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 15 quarters.
Carmichael Hill & Associates's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $32K in Q4 2021.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.