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FormulaFolio Investments’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

FormulaFolio Investments’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
-4,114
Closed -$289K – 722
2020
Q4 		$289K Buy
+4,114
New +$234K 0.01% 539

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FormulaFolio Investments's QCLN Position: Q1 2021 in Review

FormulaFolio Investments sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2021, closing a stake of 4,114 shares — an estimated $289K sold.

FormulaFolio Investments first reported a position in QCLN in Q4 2020 and held it in 1 quarter. The position peaked at $289K in Q4 2020. 280 funds tracked by Wall St. Rank hold QCLN as of Q1 2021.

  • FormulaFolio Investments reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 4,114 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2021, an estimated $289K.
  • FormulaFolio Investments first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $289K 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 FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.