Horan Securities’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Horan Securities’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	-285	Closed	-$14.6K	–	509
2023 Q2	$14.6K	Hold	285	–	–	0.01%	347
2023 Q1	$14.9K	Hold	285	–	–	0.01%	335
2022 Q4	$13.4K	Hold	285	–	–	0.01%	337
2022 Q3	$16K	Hold	285	–	–	0.01%	300
2022 Q2	$15K	Hold	285	–	–	0.01%	284
2022 Q1	$18K	Hold	285	–	–	0.01%	262
2021 Q4	$19K	Buy	+285	New	+$20.5K	0.01%	251
2021 Q2	$11K	Hold	164	–	–	0.01%	296
2021 Q1	$11K	Buy	+164	New	+$12.6K	0.01%	264

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

Horan Securities's QCLN Position: Q3 2023 in Review

Horan Securities sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 285 shares — an estimated $14.6K sold.

Horan Securities first reported a position in QCLN in Q1 2021 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Horan Securities reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 285 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $14.6K.
Horan Securities first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 9 quarters.
Horan Securities's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $19K 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 Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.