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

Endurance 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 Q2	$51K	Hold	1,000	–	–	0.01%	331
2023 Q1	$52K	Hold	1,000	–	–	0.01%	340
2022 Q4	$47K	Hold	1,000	–	–	0.01%	334
2022 Q3	$57K	Hold	1,000	–	–	0.01%	308
2022 Q2	$52K	Hold	1,000	–	–	0.01%	323
2022 Q1	$65K	Buy	+1,000	New	+$59.4K	0.01%	321

Other funds holding QCLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Endurance Wealth Management's QCLN Position: Q2 2023 in Review

Endurance Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q2 2023 at 1,000 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #331.

Endurance Wealth Management first reported a position in QCLN in Q1 2022 and has held it in 6 quarters since. The position peaked at $65K in Q1 2022. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Endurance Wealth Management held 1,000 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $51K as of Q2 2023.
Endurance Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q2 2023.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #331 holding.
Endurance Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and has held it in 6 quarters since.
Endurance Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $65K in Q1 2022.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.