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Gerber LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Gerber LLC’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
Q2 		– Sell
-7,312
Closed -$254K – 100
2024
Q1 		$254K Sell
7,312
-1,239
-14% -$43.9K 0.21% 74
2023
Q4 		$361K Buy
+8,551
New +$325K 0.33% 56

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Gerber LLC's QCLN Position: Q2 2024 in Review

Gerber LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 7,312 shares — an estimated $254K sold.

Gerber LLC first reported a position in QCLN in Q4 2023 and held it in 2 quarters. The position peaked at $361K in Q4 2023. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

  • Gerber LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
  • Gerber LLC sold 7,312 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $254K.
  • Gerber LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and held it in 2 quarters.
  • Gerber LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $361K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Gerber LLC's 13F filing for Q2 2024, filed 22 Jul 2024.