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

Cypress Capital 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
2022 Q4	–	Sell	-4,010	Closed	-$228K	–	298
2022 Q3	$228K	Buy	+4,010	New	+$245K	0.04%	258
2022 Q2	–	Sell	-3,410	Closed	-$220K	–	300
2022 Q1	$220K	Sell	3,410 -5,361	-61%	-$319K	0.03%	291
2021 Q4	$596K	Sell	8,771 -8,077	-48%	-$582K	0.07%	199
2021 Q3	$1.05M	Sell	16,848 -518	-3%	-$33.9K	0.14%	131
2021 Q2	$1.2M	Buy	17,366 +1,492	+9%	+$94.9K	0.16%	125
2021 Q1	$1.09M	Buy	+15,874	New	+$1.22M	0.15%	133

Other funds holding QCLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cypress Capital Group's QCLN Position: Q4 2022 in Review

Cypress Capital Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 4,010 shares — an estimated $228K sold.

Cypress Capital Group first reported a position in QCLN in Q1 2021 and held it in 6 quarters. The position peaked at $1.2M in Q2 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Cypress Capital Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Cypress Capital Group sold 4,010 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $228K.
Cypress Capital Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 6 quarters.
Cypress Capital Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.2M in Q2 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Cypress Capital Group's 13F filing for Q4 2022, filed 14 Feb 2023.