First Heartland Consultants’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

First Heartland Consultants’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	-5,857	Closed	-$247K	–	433
2023 Q4	$247K	Buy	5,857 +19	+0.3%	+$721	0.03%	321
2023 Q3	$249K	Sell	5,838 -28	-0.5%	-$1.37K	0.03%	322
2023 Q2	$300K	Buy	5,866 +944	+19%	+$45.5K	0.04%	289
2023 Q1	$257K	Buy	4,922 +80	+2%	+$4.19K	0.04%	302
2022 Q4	$228K	Buy	4,842 +395	+9%	+$21.6K	0.04%	330
2022 Q3	$253	Buy	4,447 +449	+11%	+$27.4K	0.02%	290
2022 Q2	$208K	Buy	3,998 +50	+1%	+$2.74K	0.03%	318
2022 Q1	$255K	Buy	3,948 +561	+17%	+$33.3K	0.04%	288
2021 Q4	$230	Buy	+3,387	New	+$244K	0.01%	337

Other funds holding QCLN

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

WANY

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

First Heartland Consultants's QCLN Position: Q1 2024 in Review

First Heartland Consultants sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 5,857 shares — an estimated $247K sold.

First Heartland Consultants first reported a position in QCLN in Q4 2021 and held it in 9 quarters. The position peaked at $300K in Q2 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

First Heartland Consultants reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
First Heartland Consultants sold 5,857 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $247K.
First Heartland Consultants first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 9 quarters.
First Heartland Consultants's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $300K in Q2 2023.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on First Heartland Consultants's 13F filing for Q1 2024, filed 7 May 2024.