Dynamic Advisor Solutions’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Dynamic Advisor Solutions’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 Q4	–	Sell	-4,795	Closed	-$273K	–	748
2022 Q3	$273K	Sell	4,795 -25	-0.5%	-$1.53K	0.02%	552
2022 Q2	$252K	Buy	4,820 +741	+18%	+$40.6K	0.02%	581
2022 Q1	$264K	Sell	4,079 -41	-1%	-$2.44K	0.02%	600
2021 Q4	$280K	Sell	4,120 -344	-8%	-$24.8K	0.02%	589
2021 Q3	$279K	Buy	4,464 +104	+2%	+$6.81K	0.02%	595
2021 Q2	$302K	Buy	4,360 +1,382	+46%	+$87.9K	0.02%	541
2021 Q1	$204K	Buy	+2,978	New	+$229K	0.02%	619

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

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

RJFSA

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Dynamic Advisor Solutions's QCLN Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 4,795 shares — an estimated $273K sold.

Dynamic Advisor Solutions first reported a position in QCLN in Q1 2021 and held it in 7 quarters. The position peaked at $302K in Q2 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Dynamic Advisor Solutions reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,795 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $273K.
Dynamic Advisor Solutions first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 7 quarters.
Dynamic Advisor Solutions's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $302K in Q2 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.