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

Gemmer 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
2022 Q2	–	Sell	-703	Closed	-$45K	–	886
2022 Q1	$45K	Buy	703 +86	+14%	+$5.11K	0.01%	287
2021 Q4	$42K	Buy	617 +24	+4%	+$1.73K	0.01%	315
2021 Q3	$37K	Buy	593 +365	+160%	+$23.9K	0.01%	311
2021 Q2	$16K	Buy	+228	New	+$14.5K	﹤0.01%	612

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Gemmer Asset Management's QCLN Position: Q2 2022 in Review

Gemmer Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2022, closing a stake of 703 shares — an estimated $45K sold.

Gemmer Asset Management first reported a position in QCLN in Q2 2021 and held it in 4 quarters. The position peaked at $45K in Q1 2022. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

Gemmer Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 703 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $45K.
Gemmer Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 4 quarters.
Gemmer Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $45K in Q1 2022.
291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.