Diversified’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Diversified’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 Q2	–	Sell	-52,354	Closed	-$3.38M	–	113
2022 Q1	$3.38M	Buy	52,354 +4,980	+11%	+$296K	1.38%	17
2021 Q4	$3.22M	Buy	47,374 +8,631	+22%	+$622K	1.36%	16
2021 Q3	$2.42M	Buy	38,743 +14,245	+58%	+$933K	1.29%	18
2021 Q2	$1.7M	Buy	+24,498	New	+$1.56M	0.95%	28

Other funds holding QCLN

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Diversified's QCLN Position: Q2 2022 in Review

Diversified sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2022, closing a stake of 52,354 shares — an estimated $3.38M sold.

Diversified first reported a position in QCLN in Q2 2021 and held it in 4 quarters. The position peaked at $3.38M in Q1 2022. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

Diversified reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2022 after selling out during the quarter.
Diversified sold 52,354 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $3.38M.
Diversified first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 4 quarters.
Diversified's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.38M in Q1 2022.
291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Diversified's 13F filing for Q2 2022, filed 19 Jul 2022.