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

Fulcrum Equity 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
2022 Q4	–	Sell	-44,786	Closed	-$2.55M	–	78
2022 Q3	$2.55M	Buy	+44,786	New	+$2.73M	2.16%	17
2021 Q2	–	Sell	-19,276	Closed	-$1.32M	–	224
2021 Q1	$1.32M	Sell	19,276 -34,528	-64%	-$2.65M	0.52%	62
2020 Q4	$3.78M	Sell	53,804 -3,935	-7%	-$224K	1.51%	13
2020 Q3	$2.56M	Buy	57,739 +49,456	+597%	+$1.9M	1.19%	24
2020 Q2	$246K	Buy	+8,283	New	+$211K	0.12%	125

Other funds holding QCLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJFSA

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fulcrum Equity Management's QCLN Position: Q4 2022 in Review

Fulcrum Equity Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 44,786 shares — an estimated $2.55M sold.

Fulcrum Equity Management first reported a position in QCLN in Q2 2020 and held it in 5 quarters. The position peaked at $3.78M in Q4 2020. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Fulcrum Equity Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Fulcrum Equity Management sold 44,786 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $2.55M.
Fulcrum Equity Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2020 and held it in 5 quarters.
Fulcrum Equity Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.78M in Q4 2020.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Fulcrum Equity Management's 13F filing for Q4 2022, filed 10 Jan 2023.