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

GGM Wealth Advisors’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 Q1	–	Sell	-12,731	Closed	-$821K	–	143
2021 Q4	$821K	Sell	12,731 -33,976	-73%	-$2.45M	0.65%	36
2021 Q3	$3.37M	Sell	46,707 -14,197	-23%	-$930K	2.68%	10
2021 Q2	$3.77M	Sell	60,904 -6,736	-10%	-$428K	3.2%	8
2021 Q1	$4.39M	Buy	67,640 +16,250	+32%	+$1.25M	3.5%	7
2020 Q4	$4.4M	Buy	+51,390	New	+$2.93M	4.34%	7

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GGM Wealth Advisors's QCLN Position: Q1 2022 in Review

GGM Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 12,731 shares — an estimated $821K sold.

GGM Wealth Advisors first reported a position in QCLN in Q4 2020 and held it in 5 quarters. The position peaked at $4.4M in Q4 2020. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

GGM Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
GGM Wealth Advisors sold 12,731 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $821K.
GGM Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 5 quarters.
GGM Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $4.4M in Q4 2020.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on GGM Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.