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Grove Bank & Trust’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Grove Bank & Trust’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
Q4 		– Sell
-54
Closed -$2.3K – 681
2023
Q3 		$2.3K Buy
+54
New +$2.64K ﹤0.01% 636

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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Grove Bank & Trust's QCLN Position: Q4 2023 in Review

Grove Bank & Trust sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 54 shares — an estimated $2.3K sold.

Grove Bank & Trust first reported a position in QCLN in Q3 2023 and held it in 1 quarter. The position peaked at $2.3K in Q3 2023. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

  • Grove Bank & Trust reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 54 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $2.3K.
  • Grove Bank & Trust first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.3K in Q3 2023.
  • 250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.