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D.A. Davidson & Co’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

D.A. Davidson & Co’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
-6,859
Closed -$238K – 1412
2024
Q1 		$238K Sell
6,859
-970
-12% -$34.4K ﹤0.01% 1251
2023
Q4 		$330K Sell
7,829
-1,945
-20% -$73.8K ﹤0.01% 1096
2023
Q3 		$417K Sell
9,774
-765
-7% -$37.4K ﹤0.01% 971
2023
Q2 		$539K Buy
10,539
+104
+1% +$5.02K 0.01% 906
2023
Q1 		$545K Buy
10,435
+830
+9% +$43.5K 0.01% 862
2022
Q4 		$453K Sell
9,605
-1,203
-11% -$65.9K 0.01% 878
2022
Q3 		$616K Sell
10,808
-237
-2% -$14.5K 0.01% 746
2022
Q2 		$577K Buy
11,045
+448
+4% +$24.5K 0.01% 779
2022
Q1 		$685K Buy
10,597
+529
+5% +$31.4K 0.01% 766
2021
Q4 		$684K Buy
10,068
+1,074
+12% +$77.4K 0.01% 775
2021
Q3 		$563K Sell
8,994
-475
-5% -$31.1K 0.01% 799
2021
Q2 		$655K Buy
9,469
+1,110
+13% +$70.6K 0.01% 755
2021
Q1 		$573K Buy
8,359
+4,015
+92% +$308K 0.01% 761
2020
Q4 		$305K Buy
+4,344
New +$247K ﹤0.01% 844
2017
Q3 		– Sell
-590
Closed -$10K – 1779
2017
Q2 		$10K Hold
590
– – ﹤0.01% 2044
2017
Q1 		$9K Buy
+590
New +$9.6K ﹤0.01% 2066

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BNP Paribas Financial Markets
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

D.A. Davidson & Co's QCLN Position: Q2 2024 in Review

D.A. Davidson & Co sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 6,859 shares — an estimated $238K sold.

D.A. Davidson & Co first reported a position in QCLN in Q1 2017 and held it in 16 quarters. The position peaked at $685K in Q1 2022. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

  • D.A. Davidson & Co reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 6,859 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $238K.
  • D.A. Davidson & Co first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2017 and held it in 16 quarters.
  • D.A. Davidson & Co's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $685K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on D.A. Davidson & Co's 13F filing for Q2 2024, filed 1 Aug 2024.