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

Cutler 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
2023 Q4	–	Sell	-3,800	Closed	-$1K	–	4193
2023 Q3	$1K	Buy	3,800 +500	+15%	+$24.4K	﹤0.01%	3599
2023 Q2	$7K	Buy	+3,300	New	+$159K	﹤0.01%	2462
2023 Q1	–	Sell	-18,600	Closed	-$1K	–	4523
2022 Q4	$1K	Buy	18,600 +3,300	+22%	+$181K	﹤0.01%	4125
2022 Q3	$54K	Sell	15,300 -34,400	-69%	-$2.1M	﹤0.01%	1837
2022 Q2	$16K	Sell	49,700 -14,900	-23%	-$816K	﹤0.01%	2867
2022 Q1	$156K	Buy	64,600 +39,100	+153%	+$2.32M	0.01%	1372
2021 Q4	$73K	Buy	25,500 +1,000	+4%	+$72.1K	﹤0.01%	2104
2021 Q3	$74K	Buy	24,500 +10,700	+78%	+$701K	﹤0.01%	2172
2021 Q2	$17K	Sell	13,800 -1,000	-7%	-$63.6K	﹤0.01%	3453
2021 Q1	$61K	Buy	14,800 +12,500	+543%	+$960K	﹤0.01%	2197
2020 Q4	$41K	Buy	+2,300	New	+$131K	﹤0.01%	2144

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

Cutler Group's QCLN Position: Q1 2024 in Review

Cutler Group reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 52% in Q1 2024, selling an estimated $11.5K and leaving 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Cutler Group first reported a position in QCLN in Q1 2021 and has held it in 10 quarters since. The position peaked at $262K in Q1 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Cutler Group held 300 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $10K as of Q1 2024.
Cutler Group sold 323 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $11.5K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1286 holding.
Cutler Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and has held it in 10 quarters since.
Cutler Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $262K in Q1 2021.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.