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

Glassman Wealth Services’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
2023 Q3	–	Sell	-1,091	Closed	-$55.8K	–	2049
2023 Q2	$55.8K	Buy	1,091 +1	+0.1%	+$48	0.01%	383
2023 Q1	$56.9K	Sell	1,090 -880	-45%	-$46.1K	0.01%	383
2022 Q4	$93K	Buy	1,970 +1	+0.1%	+$55	0.02%	280
2022 Q3	$112K	Hold	1,969	–	–	0.02%	231
2022 Q2	$103K	Buy	1,969 +1,087	+123%	+$59.6K	0.02%	247
2022 Q1	$57K	Buy	+882	New	+$52.4K	0.01%	379

Other funds holding QCLN

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Glassman Wealth Services's QCLN Position: Q3 2023 in Review

Glassman Wealth Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 1,091 shares — an estimated $55.8K sold.

Glassman Wealth Services first reported a position in QCLN in Q1 2022 and held it in 6 quarters. The position peaked at $112K in Q3 2022. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Glassman Wealth Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Glassman Wealth Services sold 1,091 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $55.8K.
Glassman Wealth Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 6 quarters.
Glassman Wealth Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $112K in Q3 2022.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.