Clear Creek Financial Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Clear Creek Financial 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
2024 Q4	–	Sell	-5,660	Closed	-$203K	–	506
2024 Q3	$203K	Sell	5,660 -277	-5%	-$9.71K	0.02%	434
2024 Q2	$202K	Sell	5,937 -113	-2%	-$3.92K	0.02%	419
2024 Q1	$210K	Buy	+6,050	New	+$215K	0.03%	392
2021 Q4	–	Sell	-4,955	Closed	-$310K	–	383
2021 Q3	$310K	Buy	+4,955	New	+$324K	0.05%	236
2021 Q1	–	Sell	-4,896	Closed	-$343K	–	207
2020 Q4	$343K	Buy	+4,896	New	+$279K	0.07%	221

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Clear Creek Financial Management's QCLN Position: Q4 2024 in Review

Clear Creek Financial Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 5,660 shares — an estimated $203K sold.

Clear Creek Financial Management first reported a position in QCLN in Q4 2020 and held it in 5 quarters. The position peaked at $343K in Q4 2020. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Clear Creek Financial Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Clear Creek Financial Management sold 5,660 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $203K.
Clear Creek Financial Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 5 quarters.
Clear Creek Financial Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $343K in Q4 2020.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.