Gradient Investments’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Gradient Investments’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 Q1	–	Sell	-60	Closed	-$2.55K	–	1692
2023 Q4	$2.55K	Hold	60	–	–	﹤0.01%	1162
2023 Q3	$2.58K	Hold	60	–	–	﹤0.01%	1109
2023 Q2	$3.09K	Hold	60	–	–	﹤0.01%	1058
2023 Q1	$3.15K	Hold	60	–	–	﹤0.01%	1038
2022 Q4	$2.84K	Hold	60	–	–	﹤0.01%	1037
2022 Q3	$3K	Buy	+60	New	+$3.66K	﹤0.01%	1079
2020 Q1	–	Sell	-10,075	Closed	-$251K	–	1209
2019 Q4	$251K	Sell	10,075 -35,560	-78%	-$803K	0.01%	246
2019 Q3	$977K	Buy	45,635 +14,190	+45%	+$307K	0.05%	196
2019 Q2	$664K	Buy	31,445 +2,507	+9%	+$51.4K	0.03%	211
2019 Q1	$581K	Buy	28,938 +11,281	+64%	+$222K	0.04%	176
2018 Q4	$311K	Buy	+17,657	New	+$329K	0.02%	200
2016 Q3	–	Sell	-599	Closed	-$9K	–	768
2016 Q2	$9K	Hold	599	–	–	﹤0.01%	448
2016 Q1	$9K	Hold	599	–	–	﹤0.01%	453
2015 Q4	$10K	Buy	+599	New	+$9.05K	﹤0.01%	398
2013 Q3	–	Sell	-87	Closed	-$1K	–	574
2013 Q2	$1K	Buy	+87	New	+$1.11K	﹤0.01%	434

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WANY

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

Gradient Investments's QCLN Position: Q1 2024 in Review

Gradient Investments sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 60 shares — an estimated $2.55K sold.

Gradient Investments first reported a position in QCLN in Q2 2013 and held it in 15 quarters. The position peaked at $977K in Q3 2019. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Gradient Investments reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 60 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $2.55K.
Gradient Investments first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and held it in 15 quarters.
Gradient Investments's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $977K in Q3 2019.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.