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D'Orazio & Associates’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-21
Closed -$1K – 555
2021
Q3 		$1K Buy
+21
New +$1.38K ﹤0.01% 745

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

D'Orazio & Associates's QCLN Position: Q4 2021 in Review

D'Orazio & Associates sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021, closing a stake of 21 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in QCLN in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

  • D'Orazio & Associates reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 21 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $1K.
  • D'Orazio & Associates first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1K in Q3 2021.
  • 340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.