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

Cedar Brook Financial 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
2022
Q2 		– Sell
-3,220
Closed -$208K – 382
2022
Q1 		$208K Buy
+3,220
New +$191K 0.05% 359

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UBS Group
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cedar Brook Financial Partners's QCLN Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2022, closing a stake of 3,220 shares — an estimated $208K sold.

Cedar Brook Financial Partners first reported a position in QCLN in Q1 2022 and held it in 1 quarter. The position peaked at $208K in Q1 2022. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

  • Cedar Brook Financial Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,220 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $208K.
  • Cedar Brook Financial Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 1 quarter.
  • Cedar Brook Financial Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $208K in Q1 2022.
  • 291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.