HWMA
QCLN icon

Heritage Wealth Management (Arizona)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Heritage Wealth Management (Arizona)’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 		$45.3K Buy
960
+480
+100% +$26.3K 0.01% 512
2022
Q3 		$27K Hold
480
– – 0.01% 483
2022
Q2 		$25.1K Sell
480
-260
-35% -$14.2K 0.01% 506
2022
Q1 		$48K Buy
+740
New +$44K 0.01% 479

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

Heritage Wealth Management (Arizona)'s QCLN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 100% in Q4 2022, buying an estimated $26.3K and bringing the position to 960 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #512.

Heritage Wealth Management (Arizona) first reported a position in QCLN in Q1 2022 and has held it in 4 quarters since. The position peaked at $48K in Q1 2022. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 960 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $45.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 480 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $26.3K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #512 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $48K 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 Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.