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

Cornerstone 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 Q3	–	Sell	-3,953	Closed	-$206K	–	456
2022 Q2	$206K	Sell	3,953 -79	-2%	-$4.33K	0.02%	423
2022 Q1	$261K	Buy	4,032 +371	+10%	+$22K	0.03%	396
2021 Q4	$245K	Sell	3,661 -761	-17%	-$54.8K	0.02%	447
2021 Q3	$277K	Sell	4,422 -4,324	-49%	-$283K	0.03%	367
2021 Q2	$605K	Sell	8,746 -474	-5%	-$30.1K	0.06%	257
2021 Q1	$632K	Buy	+9,220	New	+$708K	0.07%	236

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cornerstone Wealth Management's QCLN Position: Q3 2022 in Review

Cornerstone Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2022, closing a stake of 3,953 shares — an estimated $206K sold.

Cornerstone Wealth Management first reported a position in QCLN in Q1 2021 and held it in 6 quarters. The position peaked at $632K in Q1 2021. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

Cornerstone Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 3,953 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $206K.
Cornerstone Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 6 quarters.
Cornerstone Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $632K in Q1 2021.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.