FinTrust Capital Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

FinTrust Capital Advisors’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 Q3	$39.1K	Hold	1,089	–	–	0.01%	646
2024 Q2	$37K	Sell	1,089 -1,500	-58%	-$52K	0.01%	624
2024 Q1	$89.8K	Buy	2,589 +1,089	+73%	+$38.6K	0.02%	405
2023 Q4	$63.3K	Hold	1,500	–	–	0.01%	437
2023 Q3	$63.9K	Hold	1,500	–	–	0.01%	414
2023 Q2	$70.8K	Hold	1,500	–	–	0.02%	395
2023 Q1	$70.8K	Hold	1,500	–	–	0.02%	392
2022 Q4	$70.8K	Hold	1,500	–	–	0.02%	393
2022 Q3	$80K	Hold	1,500	–	–	0.02%	422
2022 Q2	$82K	Hold	1,500	–	–	0.02%	437
2022 Q1	$97K	Hold	1,500	–	–	0.02%	435
2021 Q4	$102K	Hold	1,500	–	–	0.02%	416
2021 Q3	$94K	Buy	+1,500	New	+$98.2K	0.02%	432

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WANY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FinTrust Capital Advisors's QCLN Position: Q3 2024 in Review

FinTrust Capital Advisors held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q3 2024 at 1,089 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #646.

FinTrust Capital Advisors first reported a position in QCLN in Q3 2021 and has held it in 13 quarters since. The position peaked at $102K in Q4 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

FinTrust Capital Advisors held 1,089 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $39.1K as of Q3 2024.
FinTrust Capital Advisors left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q3 2024.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #646 holding.
FinTrust Capital Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and has held it in 13 quarters since.
FinTrust Capital Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $102K in Q4 2021.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.