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Financial Advocates Investment Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Financial Advocates Investment 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
2024
Q1 		– Sell
-7,118
Closed -$300K – 801
2023
Q4 		$300K Sell
7,118
-1,665
-19% -$63.2K 0.02% 556
2023
Q3 		$374K Sell
8,783
-1,211
-12% -$59.2K 0.03% 476
2023
Q2 		$511K Sell
9,994
-2,418
-19% -$117K 0.04% 399
2023
Q1 		$648K Sell
12,412
-16
-0.1% -$838 0.05% 370
2022
Q4 		$586K Sell
12,428
-367
-3% -$20.1K 0.04% 414
2022
Q3 		$729K Buy
12,795
+644
+5% +$39.3K 0.06% 319
2022
Q2 		$634K Sell
12,151
-14,743
-55% -$808K 0.05% 352
2022
Q1 		$1.74M Buy
26,894
+7,034
+35% +$418K 0.11% 212
2021
Q4 		$1.35M Sell
19,860
-8,865
-31% -$639K 0.09% 268
2021
Q3 		$1.8M Buy
28,725
+3,032
+12% +$199K 0.12% 200
2021
Q2 		$1.78M Buy
25,693
+1,021
+4% +$64.9K 0.12% 208
2021
Q1 		$1.69M Buy
24,672
+15,628
+173% +$1.2M 0.12% 204
2020
Q4 		$667K Buy
+9,044
New +$515K 0.05% 385

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Financial Advocates Investment Management's QCLN Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 7,118 shares — an estimated $300K sold.

Financial Advocates Investment Management first reported a position in QCLN in Q4 2020 and held it in 13 quarters. The position peaked at $1.8M in Q3 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,118 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $300K.
  • Financial Advocates Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 13 quarters.
  • Financial Advocates Investment Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.8M in Q3 2021.
  • 211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.