Covestor’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Covestor’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
2023 Q4	–	Sell	-25	Closed	-$1K	–	2596
2023 Q3	$1K	Sell	25 -66	-73%	-$3.22K	﹤0.01%	1977
2023 Q2	$5K	Hold	91	–	–	﹤0.01%	1708
2023 Q1	$5K	Hold	91	–	–	﹤0.01%	1572
2022 Q4	$4K	Hold	91	–	–	﹤0.01%	1637
2022 Q3	$5K	Sell	91 -58	-39%	-$3.54K	﹤0.01%	1504
2022 Q2	$8K	Hold	149	–	–	0.01%	1294
2022 Q1	$10K	Hold	149	–	–	0.01%	1322
2021 Q4	$10K	Buy	+149	New	+$10.7K	0.01%	1025

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Covestor's QCLN Position: Q4 2023 in Review

Covestor sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 25 shares — an estimated $1K sold.

Covestor first reported a position in QCLN in Q4 2021 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Covestor reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Covestor sold 25 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $1K.
Covestor first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 8 quarters.
Covestor's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $10K in Q1 2022.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.