First Allied Advisory Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

First Allied Advisory Services’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	$1.02M	Sell	23,080 -3,565	-13%	-$137K	0.03%	471
2020 Q2	$792K	Buy	26,645 +7,569	+40%	+$193K	0.03%	510
2020 Q1	$382K	Sell	19,076 -12,449	-39%	-$316K	0.02%	681
2019 Q4	$782K	Buy	31,525 +550	+2%	+$12.4K	0.03%	563
2019 Q3	$663K	Buy	30,975 +16,136	+109%	+$349K	0.02%	593
2019 Q2	$313K	Buy	14,839 +2,036	+16%	+$41.8K	0.01%	872
2019 Q1	$257K	Hold	12,803	–	–	0.01%	944
2018 Q4	$227K	Sell	12,803 -1,828	-12%	-$34.1K	0.01%	902
2018 Q3	$283K	Hold	14,631	–	–	0.01%	933
2018 Q2	$282K	Sell	14,631 -4,684	-24%	-$93.1K	0.01%	903
2018 Q1	$378K	Sell	19,315 -752	-4%	-$15.3K	0.01%	774
2017 Q4	$410K	Buy	20,067 +2,550	+15%	+$51.4K	0.02%	730
2017 Q3	$337K	Buy	+17,517	New	+$327K	0.01%	766
2014 Q4	–	Sell	-10,719	Closed	-$213K	–	1092
2014 Q3	$213K	Sell	10,719 -355	-3%	-$7.12K	0.02%	894
2014 Q2	$229K	Sell	11,074 -3,787	-25%	-$72.4K	0.02%	827
2014 Q1	$300K	Buy	+14,861	New	+$291K	0.02%	722

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

First Allied Advisory Services's QCLN Position: Q3 2020 in Review

First Allied Advisory Services reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 13% in Q3 2020, selling an estimated $137K and leaving 23,080 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #471.

First Allied Advisory Services first reported a position in QCLN in Q1 2014 and has held it in 16 quarters since. 108 funds tracked by Wall St. Rank hold QCLN as of Q3 2020.

First Allied Advisory Services held 23,080 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $1.02M as of Q3 2020.
First Allied Advisory Services sold 3,565 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2020, an estimated $137K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #471 holding.
First Allied Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2014 and has held it in 16 quarters since.
108 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.