Harel Insurance Investments & Financial Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Harel Insurance Investments & Financial 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 Q2	–	Sell	-103	Closed	-$5K	–	773
2023 Q1	$5K	Buy	+103	New	+$5.39K	﹤0.01%	677
2022 Q1	–	Sell	-4,000	Closed	-$273K	–	789
2021 Q4	$273K	Buy	+4,000	New	+$288K	0.01%	344

Other funds holding QCLN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

WANY

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

Harel Insurance Investments & Financial Services's QCLN Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 103 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in QCLN in Q4 2021 and held it in 2 quarters. The position peaked at $273K in Q4 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Harel Insurance Investments & Financial Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 103 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $5K.
Harel Insurance Investments & Financial Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 2 quarters.
Harel Insurance Investments & Financial Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $273K in Q4 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.