FANJ
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Financial Architects (New Jersey)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-864
Closed -$26K – 640
2020
Q2 		$26K Buy
+864
New +$22K 0.01% 507

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Architects (New Jersey)'s QCLN Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2020, closing a stake of 864 shares — an estimated $26K sold.

Financial Architects (New Jersey) first reported a position in QCLN in Q2 2020 and held it in 1 quarter. The position peaked at $26K in Q2 2020. 108 funds tracked by Wall St. Rank hold QCLN as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 864 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2020, an estimated $26K.
  • Financial Architects (New Jersey) first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2020 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $26K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.