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

EdgeRock Capital’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	-3,013	Closed	-$102K	–	242
2024 Q2	$102K	Buy	+3,013	New	+$104K	0.08%	72
2024 Q1	–	Sell	-2,323	Closed	-$80.8K	–	258
2023 Q4	$80.8K	Buy	+2,323	New	+$88.2K	0.06%	84
2022 Q4	–	Sell	-252	Closed	-$14K	–	312
2022 Q3	$14K	Buy	+252	New	+$15.4K	0.01%	190

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

EdgeRock Capital's QCLN Position: Q3 2024 in Review

EdgeRock Capital sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 3,013 shares — an estimated $102K sold.

EdgeRock Capital first reported a position in QCLN in Q3 2022 and held it in 3 quarters. The position peaked at $102K in Q2 2024. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

EdgeRock Capital reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
EdgeRock Capital sold 3,013 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $102K.
EdgeRock Capital first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 3 quarters.
EdgeRock Capital's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $102K in Q2 2024.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.