Guardian Wealth Advisors (North Carolina)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-36	Closed	-$1.84K	–	442
2023 Q2	$1.84K	Hold	36	–	–	﹤0.01%	390
2023 Q1	$1.88K	Hold	36	–	–	﹤0.01%	382
2022 Q4	$1.7K	Sell	36 -5	-12%	-$274	﹤0.01%	353
2022 Q3	$2K	Hold	41	–	–	﹤0.01%	326
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	336
2022 Q1	$3K	Sell	41 -52	-56%	-$3.09K	﹤0.01%	238
2021 Q4	$6K	Buy	+93	New	+$6.7K	﹤0.01%	218

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

Guardian Wealth Advisors (North Carolina)'s QCLN Position: Q3 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 36 shares — an estimated $1.84K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in QCLN in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 36 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $1.84K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6K in Q4 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.