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

Cascadia Advisory Services’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
2021
Q3 		$612K Hold
9,776
– – 0.12% 162
2021
Q2 		$677K Buy
9,776
+1,550
+19% +$98.6K 0.15% 144
2021
Q1 		$564K Buy
+8,226
New +$632K 0.12% 155

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cascadia Advisory Services's QCLN Position: Q3 2021 in Review

Cascadia Advisory Services held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q3 2021 at 9,776 shares worth $612K. The position accounts for 0.12% of the portfolio, ranked #162.

Cascadia Advisory Services first reported a position in QCLN in Q1 2021 and has held it in 3 quarters since. The position peaked at $677K in Q2 2021. 283 funds tracked by Wall St. Rank hold QCLN as of Q3 2021.

  • Cascadia Advisory Services held 9,776 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $612K as of Q3 2021.
  • Cascadia Advisory Services left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q3 2021.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.12% of Cascadia Advisory Services's portfolio in Q3 2021, its #162 holding.
  • Cascadia Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and has held it in 3 quarters since.
  • Cascadia Advisory Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $677K in Q2 2021.
  • 283 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.