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

Cornerstone Advisors Asset 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 Q3	–	Sell	-6,694	Closed	-$228K	–	106
2024 Q2	$228K	Hold	6,694	–	–	0.06%	100
2024 Q1	$232K	Hold	6,694	–	–	0.08%	98
2023 Q4	$282K	Buy	+6,694	New	+$254K	0.11%	87
2023 Q3	–	Sell	-8,115	Closed	-$415K	–	96
2023 Q2	$415K	Buy	+8,115	New	+$392K	0.18%	70
2023 Q1	–	Sell	-10,561	Closed	-$498K	–	79
2022 Q4	$498K	Buy	+10,561	New	+$579K	0.27%	60

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

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

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

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

WANY

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

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

Cornerstone Advisors Asset Management's QCLN Position: Q3 2024 in Review

Cornerstone Advisors Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 6,694 shares — an estimated $228K sold.

Cornerstone Advisors Asset Management first reported a position in QCLN in Q4 2022 and held it in 5 quarters. The position peaked at $498K in Q4 2022. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

Cornerstone Advisors Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
Cornerstone Advisors Asset Management sold 6,694 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $228K.
Cornerstone Advisors Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 5 quarters.
Cornerstone Advisors Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $498K in Q4 2022.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Cornerstone Advisors Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.