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

Elite Wealth Management’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
2023 Q4	–	Sell	-30,848	Closed	-$1.32M	–	46
2023 Q3	$1.32M	Sell	30,848 -61,537	-67%	-$3.01M	0.1%	29
2023 Q2	$4.73M	Buy	92,385 +24,096	+35%	+$1.16M	0.36%	13
2023 Q1	$3.57M	Sell	68,289 -1,422	-2%	-$74.5K	0.22%	11
2022 Q4	$3.29M	Sell	69,711 -571	-0.8%	-$31.3K	0.3%	11
2022 Q3	$4M	Sell	70,282 -52,474	-43%	-$3.2M	0.34%	8
2022 Q2	$6.41M	Sell	122,756 -4,626	-4%	-$253K	0.97%	7
2022 Q1	$8.23M	Sell	127,382 -6,086	-5%	-$362K	1.34%	7
2021 Q4	$9.07M	Sell	133,468 -7,987	-6%	-$576K	1.28%	7
2021 Q3	$8.86M	Buy	141,455 +3,044	+2%	+$199K	1.68%	7
2021 Q2	$9.58K	Buy	138,411 +17,856	+15%	+$1.14M	0.87%	7
2021 Q1	$8.27K	Buy	120,555 +100,809	+511%	+$7.74M	1.06%	7
2020 Q4	$1.39M	Buy	+19,746	New	+$1.12M	0.18%	26

Other funds holding QCLN

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elite Wealth Management's QCLN Position: Q4 2023 in Review

Elite Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 30,848 shares — an estimated $1.32M sold.

Elite Wealth Management first reported a position in QCLN in Q4 2020 and held it in 12 quarters. The position peaked at $9.07M in Q4 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Elite Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Elite Wealth Management sold 30,848 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $1.32M.
Elite Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 12 quarters.
Elite Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $9.07M in Q4 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Elite Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.