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

Executive 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	–	Sell	-3,847	Closed	-$201K	–	205
2023 Q1	$201K	Buy	+3,847	New	+$201K	0.02%	191
2022 Q4	–	Sell	-218	Closed	-$218	–	193
2022 Q3	$218	Buy	+218	New	+$13.3K	0.03%	171

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WANY

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

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

Executive Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 3,847 shares — an estimated $201K sold.

Executive Wealth Management first reported a position in QCLN in Q3 2022 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Executive Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Executive Wealth Management sold 3,847 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $201K.
Executive Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 2 quarters.
Executive Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $201K in Q1 2023.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Executive Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.