Destiny Wealth Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-550	Closed	-$26K	–	524
2022 Q4	$26K	Buy	+550	New	+$30.1K	0.01%	367
2022 Q1	–	Sell	-2,363	Closed	-$161K	–	593
2021 Q4	$161K	Hold	2,363	–	–	0.03%	198
2021 Q3	$148K	Buy	+2,363	New	+$155K	0.03%	189
2021 Q2	–	Sell	-2,363	Closed	-$162K	–	423
2021 Q1	$162K	Buy	+2,363	New	+$181K	0.03%	175

Other funds holding QCLN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

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

Destiny Wealth Partners's QCLN Position: Q1 2023 in Review

Destiny Wealth Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 550 shares — an estimated $26K sold.

Destiny Wealth Partners first reported a position in QCLN in Q1 2021 and held it in 4 quarters. The position peaked at $162K in Q1 2021. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Destiny Wealth Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 550 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $26K.
Destiny Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 4 quarters.
Destiny Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $162K in Q1 2021.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.