Colonial River Investments’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Colonial River Investments’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	-7,326	Closed	-$473K	–	224
2022 Q1	$473K	Sell	7,326 -30	-0.4%	-$1.78K	0.27%	102
2021 Q4	$500K	Buy	+7,356	New	+$530K	0.27%	99
2021 Q3	–	Sell	-7,356	Closed	-$509K	–	149
2021 Q2	$509K	Buy	7,356 +365	+5%	+$23.2K	0.36%	78
2021 Q1	$480K	Buy	6,991 +726	+12%	+$55.7K	0.39%	76
2020 Q4	$552	Buy	+6,265	New	+$357K	0.25%	63

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Colonial River Investments's QCLN Position: Q2 2022 in Review

Colonial River Investments sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2022, closing a stake of 7,326 shares — an estimated $473K sold.

Colonial River Investments first reported a position in QCLN in Q4 2020 and held it in 5 quarters. The position peaked at $509K in Q2 2021. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

Colonial River Investments reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2022 after selling out during the quarter.
Colonial River Investments sold 7,326 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $473K.
Colonial River Investments first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 5 quarters.
Colonial River Investments's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $509K in Q2 2021.
291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Colonial River Investments's 13F filing for Q2 2022, filed 15 Aug 2022.