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

Consilio Wealth 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
2022
Q1 		– Sell
-19,276
Closed -$1.32M – 46
2021
Q4 		$1.32M Buy
+19,276
New +$1.39M 1.02% 23

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Consilio Wealth Advisors's QCLN Position: Q1 2022 in Review

Consilio Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 19,276 shares — an estimated $1.32M sold.

Consilio Wealth Advisors first reported a position in QCLN in Q4 2021 and held it in 1 quarter. The position peaked at $1.32M in Q4 2021. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

  • Consilio Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
  • Consilio Wealth Advisors sold 19,276 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $1.32M.
  • Consilio Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 1 quarter.
  • Consilio Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.32M in Q4 2021.
  • 325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Consilio Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.