GJWM
QCLN icon

Gilliland Jeter Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Gilliland Jeter Wealth 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
2024
Q2 		– Sell
-125
Closed -$4.33K – 695
2024
Q1 		$4.33K Buy
+125
New +$4.43K ﹤0.01% 506

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

Gilliland Jeter Wealth Management's QCLN Position: Q2 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 125 shares — an estimated $4.33K sold.

Gilliland Jeter Wealth Management first reported a position in QCLN in Q1 2024 and held it in 1 quarter. The position peaked at $4.33K in Q1 2024. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 125 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $4.33K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $4.33K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.