FSA Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

FSA Wealth Management’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	$6.94K	Hold	200	–	–	﹤0.01%	390
2023 Q4	$8K	Buy	+200	New	+$7.59K	﹤0.01%	360
2021 Q1	–	Sell	-200	Closed	-$14K	–	199
2020 Q4	$14K	Buy	+200	New	+$11.4K	0.01%	237
2020 Q3	–	Sell	-200	Closed	-$6K	–	280
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	311
2020 Q1	$4K	Buy	+200	New	+$5.08K	﹤0.01%	323

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

FSA Wealth Management's QCLN Position: Q1 2024 in Review

FSA Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q1 2024 at 200 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

FSA Wealth Management first reported a position in QCLN in Q1 2020 and has held it in 5 quarters since. The position peaked at $14K in Q4 2020. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

FSA Wealth Management held 200 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $6.94K as of Q1 2024.
FSA Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q1 2024.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #390 holding.
FSA Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2020 and has held it in 5 quarters since.
FSA Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $14K in Q4 2020.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.