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

Claro 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	–	Sell	-5,794	Closed	-$244K	–	431
2023 Q4	$244K	Sell	5,794 -2,328	-29%	-$88.4K	0.05%	330
2023 Q3	$346K	Buy	+8,122	New	+$397K	0.09%	248
2022 Q2	–	Sell	-3,833	Closed	-$261K	–	311
2022 Q1	$261K	Hold	3,833	–	–	0.09%	218
2021 Q4	$261K	Buy	+3,833	New	+$276K	0.09%	218
2019 Q1	–	Sell	-250	Closed	-$5K	–	753
2018 Q4	$5K	Buy	+250	New	+$4.66K	﹤0.01%	792

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

Claro Advisors's QCLN Position: Q1 2024 in Review

Claro Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 5,794 shares — an estimated $244K sold.

Claro Advisors first reported a position in QCLN in Q4 2018 and held it in 5 quarters. The position peaked at $346K in Q3 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Claro Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Claro Advisors sold 5,794 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $244K.
Claro Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2018 and held it in 5 quarters.
Claro Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $346K in Q3 2023.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Claro Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.