Equitable Holdings’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Equitable Holdings’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 Q3	–	Sell	-5,753	Closed	-$294K	–	1099
2023 Q2	$294K	Buy	5,753 +579	+11%	+$27.9K	﹤0.01%	854
2023 Q1	$270K	Sell	5,174 -50	-1%	-$2.62K	﹤0.01%	834
2022 Q4	$247K	Sell	5,224 -1,010	-16%	-$55.4K	﹤0.01%	786
2022 Q3	$355K	Sell	6,234 -15,827	-72%	-$966K	0.01%	649
2022 Q2	$1.15M	Buy	22,061 +7,722	+54%	+$423K	0.02%	383
2022 Q1	$927K	Buy	14,339 +1,070	+8%	+$63.6K	0.02%	426
2021 Q4	$902K	Buy	13,269 +2,983	+29%	+$215K	0.01%	424
2021 Q3	$644K	Buy	10,286 +5,426	+112%	+$355K	0.01%	501
2021 Q2	$336K	Sell	4,860 -3,613	-43%	-$230K	0.01%	639
2021 Q1	$581K	Buy	8,473 +2,429	+40%	+$186K	0.01%	471
2020 Q4	$424K	Buy	+6,044	New	+$344K	0.01%	484

Other funds holding QCLN

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Equitable Holdings's QCLN Position: Q3 2023 in Review

Equitable Holdings sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 5,753 shares — an estimated $294K sold.

Equitable Holdings first reported a position in QCLN in Q4 2020 and held it in 11 quarters. The position peaked at $1.15M in Q2 2022. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Equitable Holdings reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Equitable Holdings sold 5,753 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $294K.
Equitable Holdings first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 11 quarters.
Equitable Holdings's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.15M in Q2 2022.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Equitable Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.