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Glass Jacobson Investment Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Glass Jacobson Investment 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
Q4 		$19.6K Buy
+415
New +$22.7K 0.01% 433

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Glass Jacobson Investment Advisors's QCLN Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022: 415 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings.

288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

  • Glass Jacobson Investment Advisors held 415 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $19.6K as of Q4 2022.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Glass Jacobson Investment Advisors position in Q4 2022.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #433 holding.
  • 288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.