Csenge Advisory Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Csenge Advisory Group’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 Q2	–	Sell	-31,930	Closed	-$1.11M	–	741
2024 Q1	$1.11M	Buy	31,930 +9,733	+44%	+$345K	0.06%	242
2023 Q4	$936K	Buy	22,197 +12,331	+125%	+$468K	0.06%	247
2023 Q3	$421K	Buy	9,866 +4,215	+75%	+$206K	0.03%	409
2023 Q2	$289K	Buy	+5,651	New	+$273K	0.02%	512
2023 Q1	–	Sell	-5,237	Closed	-$247K	–	633
2022 Q4	$247K	Buy	5,237 +382	+8%	+$20.9K	0.02%	517
2022 Q3	$277K	Buy	+4,855	New	+$296K	0.02%	489
2022 Q1	–	Sell	-64,346	Closed	-$4.42M	–	693
2021 Q4	$4.42M	Sell	64,346 -4,241	-6%	-$306K	0.39%	53
2021 Q3	$4.31M	Buy	68,587 +4,241	+7%	+$278K	0.36%	55
2021 Q2	$4.42M	Sell	64,346 -274	-0.4%	-$17.4K	0.39%	53
2021 Q1	$4.3M	Buy	64,620 +35,561	+122%	+$2.73M	0.44%	50
2020 Q4	$2.04M	Buy	+29,059	New	+$1.66M	0.24%	77

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

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

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

WANY

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

Csenge Advisory Group's QCLN Position: Q2 2024 in Review

Csenge Advisory Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 31,930 shares — an estimated $1.11M sold.

Csenge Advisory Group first reported a position in QCLN in Q4 2020 and held it in 11 quarters. The position peaked at $4.42M in Q4 2021. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

Csenge Advisory Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
Csenge Advisory Group sold 31,930 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $1.11M.
Csenge Advisory Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 11 quarters.
Csenge Advisory Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $4.42M in Q4 2021.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.