Castleview Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Castleview Partners’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	-2	Closed	-$68	–	822
2024 Q2	$68	Hold	2	–	–	﹤0.01%	905
2024 Q1	$69	Sell	2 -186	-99%	-$6.6K	﹤0.01%	884
2023 Q4	$7.93K	Buy	188 +23	+14%	+$873	0.01%	533
2023 Q3	$7.03K	Buy	165 +33	+25%	+$1.61K	0.01%	449
2023 Q2	$6.75K	Buy	132 +17	+15%	+$820	0.01%	472
2023 Q1	$6.01K	Buy	115 +21	+22%	+$1.1K	0.01%	479
2022 Q4	$4.43K	Buy	94 +24	+34%	+$1.31K	﹤0.01%	452
2022 Q3	$4K	Buy	+70	New	+$4.27K	﹤0.01%	478

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

Castleview Partners's QCLN Position: Q3 2024 in Review

Castleview Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 2 shares — an estimated $68 sold.

Castleview Partners first reported a position in QCLN in Q3 2022 and held it in 8 quarters. The position peaked at $7.93K in Q4 2023. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

Castleview Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 2 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $68.
Castleview Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 8 quarters.
Castleview Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $7.93K in Q4 2023.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.