Creative Financial Designs’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-176	Closed	-$7.43K	–	1720
2023 Q4	$7.43K	Hold	176	–	–	﹤0.01%	1174
2023 Q3	$7.5K	Hold	176	–	–	﹤0.01%	1102
2023 Q2	$8.99K	Sell	176 -7	-4%	-$338	﹤0.01%	1046
2023 Q1	$9.57K	Hold	183	–	–	﹤0.01%	970
2022 Q4	$8.64K	Hold	183	–	–	﹤0.01%	927
2022 Q3	$10K	Hold	183	–	–	﹤0.01%	893
2022 Q2	$10K	Hold	183	–	–	﹤0.01%	873
2022 Q1	$12K	Sell	183 -50	-21%	-$2.97K	﹤0.01%	874
2021 Q4	$16K	Buy	233 +50	+27%	+$3.6K	﹤0.01%	810
2021 Q3	$11K	Hold	183	–	–	﹤0.01%	999
2021 Q2	$13K	Hold	183	–	–	﹤0.01%	966
2021 Q1	$13K	Buy	183 +8	+5%	+$614	﹤0.01%	888
2020 Q4	$12K	Buy	175 +1	+0.6%	+$57	﹤0.01%	831
2020 Q3	$8K	Hold	174	–	–	﹤0.01%	851
2020 Q2	$5K	Buy	+174	New	+$4.44K	﹤0.01%	876
2018 Q2	–	Sell	-170	Closed	-$3K	–	782
2018 Q1	$3K	Buy	+170	New	+$3.46K	﹤0.01%	572

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

WANY

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

Creative Financial Designs's QCLN Position: Q1 2024 in Review

Creative Financial Designs sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 176 shares — an estimated $7.43K sold.

Creative Financial Designs first reported a position in QCLN in Q1 2018 and held it in 16 quarters. The position peaked at $16K in Q4 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Creative Financial Designs reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 176 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $7.43K.
Creative Financial Designs first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2018 and held it in 16 quarters.
Creative Financial Designs's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $16K in Q4 2021.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.