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Hazlett, Burt & Watson’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Hazlett, Burt & Watson’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
2022
Q4 		– Sell
-490
Closed -$28K – 638
2022
Q3 		$28K Hold
490
– – 0.03% 334
2022
Q2 		$26K Hold
490
– – 0.02% 347
2022
Q1 		$32K Buy
+490
New +$29.1K 0.03% 336

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hazlett, Burt & Watson's QCLN Position: Q4 2022 in Review

Hazlett, Burt & Watson sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 490 shares — an estimated $28K sold.

Hazlett, Burt & Watson first reported a position in QCLN in Q1 2022 and held it in 3 quarters. The position peaked at $32K in Q1 2022. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

  • Hazlett, Burt & Watson reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 490 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $28K.
  • Hazlett, Burt & Watson first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 3 quarters.
  • Hazlett, Burt & Watson's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $32K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2022, filed 25 Jan 2023.