Hunter Associates Investment Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Hunter Associates Investment Management’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
2024 Q4	–	Sell	-17,113	Closed	-$617K	–	266
2024 Q3	$617K	Buy	17,113 +1,040	+6%	+$36.4K	0.1%	157
2024 Q2	$540K	Buy	16,073 +216	+1%	+$7.49K	0.09%	167
2024 Q1	$548K	Buy	15,857 +1,306	+9%	+$46.3K	0.09%	172
2023 Q4	$610K	Buy	14,551 +5,695	+64%	+$216K	0.11%	160
2023 Q3	$376K	Buy	8,856 +803	+10%	+$39.2K	0.08%	195
2023 Q2	$408K	Buy	8,053 +655	+9%	+$31.6K	0.08%	184
2023 Q1	$377K	Buy	7,398 +519	+8%	+$27.2K	0.08%	184
2022 Q4	$322K	Buy	6,879 +2,641	+62%	+$145K	0.08%	168
2022 Q3	$238K	Buy	+4,238	New	+$259K	0.06%	192

Other funds holding QCLN

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Hunter Associates Investment Management's QCLN Position: Q4 2024 in Review

Hunter Associates Investment Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 17,113 shares — an estimated $617K sold.

Hunter Associates Investment Management first reported a position in QCLN in Q3 2022 and held it in 9 quarters. The position peaked at $617K in Q3 2024. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Hunter Associates Investment Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Hunter Associates Investment Management sold 17,113 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $617K.
Hunter Associates Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 9 quarters.
Hunter Associates Investment Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $617K in Q3 2024.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Hunter Associates Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.