Cetera Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Cetera Advisors’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	$3.13M	Buy	90,155 +70,149	+351%	+$2.49M	0.02%	625
2023 Q4	$844K	Sell	20,006 -12,864	-39%	-$488K	0.01%	850
2023 Q3	$1.4M	Sell	32,870 -941	-3%	-$46K	0.02%	594
2023 Q2	$1.73M	Buy	33,811 +208	+0.6%	+$10K	0.03%	514
2023 Q1	$1.76M	Buy	33,603 +2,587	+8%	+$135K	0.03%	495
2022 Q4	$1.46M	Buy	31,016 +1,544	+5%	+$84.6K	0.03%	533
2022 Q3	$1.68M	Buy	29,472 +4,163	+16%	+$254K	0.04%	404
2022 Q2	$1.32M	Sell	25,309 -17,881	-41%	-$980K	0.03%	491
2022 Q1	$2.79M	Sell	43,190 -3,837	-8%	-$228K	0.06%	332
2021 Q4	$3.2M	Sell	47,027 -3,250	-6%	-$234K	0.06%	302
2021 Q3	$3.15M	Buy	50,277 +5,633	+13%	+$369K	0.06%	306
2021 Q2	$3.09M	Buy	44,644 +5,298	+13%	+$337K	0.07%	271
2021 Q1	$2.7M	Buy	39,346 +35,339	+882%	+$2.71M	0.07%	258
2020 Q4	$281K	Buy	+4,007	New	+$228K	0.01%	853
2019 Q2	–	Sell	-1,369	Closed	-$27K	–	1204
2019 Q1	$27K	Buy	+1,369	New	+$27K	﹤0.01%	1048

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

Cetera Advisors's QCLN Position: Q1 2024 in Review

Cetera Advisors increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 351% in Q1 2024, buying an estimated $2.49M and bringing the position to 90,155 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #625.

Cetera Advisors first reported a position in QCLN in Q1 2019 and has held it in 15 quarters since. The position peaked at $3.2M in Q4 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Cetera Advisors held 90,155 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $3.13M as of Q1 2024.
Cetera Advisors bought 70,149 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $2.49M.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #625 holding.
Cetera Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2019 and has held it in 15 quarters since.
Cetera Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.2M in Q4 2021.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.