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HeadInvest LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

HeadInvest LLC’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
-1,840
Closed -$76.1K – 574
2023
Q3 		$76.1K Buy
+1,840
New +$89.9K 0.02% 306

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

HeadInvest LLC's QCLN Position: Q4 2023 in Review

HeadInvest LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 1,840 shares — an estimated $76.1K sold.

HeadInvest LLC first reported a position in QCLN in Q3 2023 and held it in 1 quarter. The position peaked at $76.1K in Q3 2023. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

  • HeadInvest LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 1,840 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $76.1K.
  • HeadInvest LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $76.1K 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 HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.