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Crescent Capital Consulting’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$63K Buy
927
+227
+32% +$16.4K 0.01% 273
2021
Q3 		$44K Hold
700
– – 0.01% 324
2021
Q2 		$48K Buy
+700
New +$44.5K 0.01% 278

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crescent Capital Consulting's QCLN Position: Q4 2021 in Review

Crescent Capital Consulting increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 32% in Q4 2021, buying an estimated $16.4K and bringing the position to 927 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #273.

Crescent Capital Consulting first reported a position in QCLN in Q2 2021 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

  • Crescent Capital Consulting held 927 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $63K as of Q4 2021.
  • Crescent Capital Consulting bought 227 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $16.4K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #273 holding.
  • Crescent Capital Consulting first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.