DHK Financial Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

DHK Financial Advisors’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 Q3	–	Sell	-12,858	Closed	-$437K	–	91
2024 Q2	$437K	Hold	12,858	–	–	0.31%	53
2024 Q1	$446K	Hold	12,858	–	–	0.32%	62
2023 Q4	$542K	Hold	12,858	–	–	0.41%	50
2023 Q3	$548K	Hold	12,858	–	–	0.49%	46
2023 Q2	$658K	Buy	+12,858	New	+$620K	0.56%	40

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

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

WANY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DHK Financial Advisors's QCLN Position: Q3 2024 in Review

DHK Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 12,858 shares — an estimated $437K sold.

DHK Financial Advisors first reported a position in QCLN in Q2 2023 and held it in 5 quarters. The position peaked at $658K in Q2 2023. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

DHK Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
DHK Financial Advisors sold 12,858 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $437K.
DHK Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2023 and held it in 5 quarters.
DHK Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $658K in Q2 2023.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on DHK Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.