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

Financial Gravity Asset 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
Q2 		$20.4K Sell
600
-300
-33% -$10.4K 0.01% 390
2024
Q1 		$32.3K Buy
900
+750
+500% +$26.6K ﹤0.01% 453
2023
Q4 		$6.33K Buy
+150
New +$5.69K ﹤0.01% 849

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 $377B AUM 19.32% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Financial Gravity Asset Management's QCLN Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 33% in Q2 2024, selling an estimated $10.4K and leaving 600 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #390.

Financial Gravity Asset Management first reported a position in QCLN in Q4 2023 and has held it in 3 quarters since. The position peaked at $32.3K in Q1 2024. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

  • Financial Gravity Asset Management held 600 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $20.4K as of Q2 2024.
  • Financial Gravity Asset Management sold 300 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $10.4K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #390 holding.
  • Financial Gravity Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $32.3K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.