Hudock Inc’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Hudock Inc’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	-5,954	Closed	-$254K	–	159
2023 Q3	$254K	Sell	5,954 -13	-0.2%	-$635	0.06%	128
2023 Q2	$305K	Buy	5,967 +1	+0%	+$48	0.07%	113
2023 Q1	$312K	Sell	5,966 -563	-9%	-$29.5K	0.08%	106
2022 Q4	$308K	Sell	6,529 -2,576	-28%	-$141K	0.11%	104
2022 Q3	$518K	Buy	9,105 +69	+0.8%	+$4.21K	0.17%	70
2022 Q2	$471K	Buy	9,036 +33	+0.4%	+$1.81K	0.16%	74
2022 Q1	$581K	Sell	9,003 -500	-5%	-$29.7K	0.16%	70
2021 Q4	$645K	Sell	9,503 -317	-3%	-$22.8K	0.18%	72
2021 Q3	$614K	Sell	9,820 -1,016	-9%	-$66.5K	0.18%	67
2021 Q2	$749K	Sell	10,836 -200	-2%	-$12.7K	0.22%	60
2021 Q1	$757K	Buy	11,036 +1,694	+18%	+$130K	0.24%	58
2020 Q4	$656K	Buy	9,342 +7,511	+410%	+$428K	0.21%	59
2020 Q3	$81K	Buy	+1,831	New	+$70.3K	0.03%	213

Other funds holding QCLN

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hudock Inc's QCLN Position: Q4 2023 in Review

Hudock Inc sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 5,954 shares — an estimated $254K sold.

Hudock Inc first reported a position in QCLN in Q3 2020 and held it in 13 quarters. The position peaked at $757K in Q1 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Hudock Inc reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Hudock Inc sold 5,954 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $254K.
Hudock Inc first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 13 quarters.
Hudock Inc's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $757K in Q1 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Hudock Inc's 13F filing for Q4 2023, filed 22 Jan 2024.