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

DiNuzzo Private Wealth’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 Q4	–	Sell	-1,145	Closed	-$41.1K	–	1456
2024 Q3	$41.1K	Hold	1,145	–	–	0.01%	135
2024 Q2	$38.9K	Hold	1,145	–	–	0.01%	106
2024 Q1	$39.7K	Hold	1,145	–	–	0.01%	104
2023 Q4	$48.3K	Buy	+1,145	New	+$43.5K	0.01%	95

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

WANY

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

DiNuzzo Private Wealth's QCLN Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 1,145 shares — an estimated $41.1K sold.

DiNuzzo Private Wealth first reported a position in QCLN in Q4 2023 and held it in 4 quarters. The position peaked at $48.3K in Q4 2023. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

DiNuzzo Private Wealth reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
DiNuzzo Private Wealth sold 1,145 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $41.1K.
DiNuzzo Private Wealth first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and held it in 4 quarters.
DiNuzzo Private Wealth's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $48.3K in Q4 2023.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.