Focus Financial Network’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Focus Financial Network’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
2021 Q1	–	Sell	-5,744	Closed	-$403K	–	497
2020 Q4	$403K	Buy	+5,744	New	+$327K	0.04%	298

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Financial Network's QCLN Position: Q1 2021 in Review

Focus Financial Network sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2021, closing a stake of 5,744 shares — an estimated $403K sold.

Focus Financial Network first reported a position in QCLN in Q4 2020 and held it in 1 quarter. The position peaked at $403K in Q4 2020. 280 funds tracked by Wall St. Rank hold QCLN as of Q1 2021.

Focus Financial Network reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2021 after selling out during the quarter.
Focus Financial Network sold 5,744 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2021, an estimated $403K.
Focus Financial Network first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 1 quarter.
Focus Financial Network's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $403K in Q4 2020.
280 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.