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

Freestone Capital Holdings’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
-200
Closed -$14K – 943
2020
Q4 		$14K Hold
200
– – ﹤0.01% 792
2020
Q3 		$8.87K Buy
+200
New +$7.67K ﹤0.01% 767

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

Freestone Capital Holdings's QCLN Position: Q1 2021 in Review

Freestone Capital Holdings sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2021, closing a stake of 200 shares — an estimated $14K sold.

Freestone Capital Holdings first reported a position in QCLN in Q3 2020 and held it in 2 quarters. The position peaked at $14K in Q4 2020. 280 funds tracked by Wall St. Rank hold QCLN as of Q1 2021.

  • Freestone Capital Holdings reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2021, an estimated $14K.
  • Freestone Capital Holdings first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $14K 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 Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.