Clay Northam Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Clay Northam Wealth Management’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 Q4	–	Sell	-3,790	Closed	-$216K	–	82
2022 Q3	$216K	Buy	+3,790	New	+$231K	0.27%	70
2022 Q2	–	Sell	-3,910	Closed	-$253K	–	82
2022 Q1	$253K	Sell	3,910 -90	-2%	-$5.35K	0.26%	68
2021 Q4	$272K	Buy	+4,000	New	+$288K	0.26%	72

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Clay Northam Wealth Management's QCLN Position: Q4 2022 in Review

Clay Northam Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 3,790 shares — an estimated $216K sold.

Clay Northam Wealth Management first reported a position in QCLN in Q4 2021 and held it in 3 quarters. The position peaked at $272K in Q4 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Clay Northam Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Clay Northam Wealth Management sold 3,790 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $216K.
Clay Northam Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 3 quarters.
Clay Northam Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $272K in Q4 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Clay Northam Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.