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

Geier Asset 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
2021 Q2	$298K	Hold	4,305	–	–	0.21%	71
2021 Q1	$273K	Hold	4,305	–	–	0.2%	70
2020 Q4	$315K	Buy	+4,305	New	+$245K	0.26%	64

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Geier Asset Management's QCLN Position: Q2 2021 in Review

Geier Asset Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q2 2021 at 4,305 shares worth $298K. The position accounts for 0.21% of the portfolio, ranked #71.

Geier Asset Management first reported a position in QCLN in Q4 2020 and has held it in 3 quarters since. The position peaked at $315K in Q4 2020. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

Geier Asset Management held 4,305 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $298K as of Q2 2021.
Geier Asset Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q2 2021.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.21% of Geier Asset Management's portfolio in Q2 2021, its #71 holding.
Geier Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 3 quarters since.
Geier Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $315K in Q4 2020.
286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.