ICA Group Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

ICA Group Wealth 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 Q2	$9.52K	Sell	280 -2,750	-91%	-$95.3K	0.01%	500
2024 Q1	$105K	Sell	3,030 -5,338	-64%	-$189K	0.02%	386
2023 Q4	$353K	Sell	8,368 -3,554	-30%	-$135K	0.08%	187
2023 Q3	$508K	Sell	11,922 -2,190	-16%	-$107K	0.14%	137
2023 Q2	$722K	Sell	14,112 -2,076	-13%	-$100K	0.18%	108
2023 Q1	$846K	Sell	16,188 -762	-4%	-$39.9K	0.2%	107
2022 Q4	$800K	Sell	16,950 -1,888	-10%	-$103K	0.19%	119
2022 Q3	$1.07M	Sell	18,838 -69	-0.4%	-$4.21K	0.23%	106
2022 Q2	$1.23M	Sell	18,907 -1,014	-5%	-$55.6K	0.23%	104
2022 Q1	$1.16M	Buy	+19,921	New	+$1.18M	0.22%	107

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WANY

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

ICA Group Wealth Management's QCLN Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 91% in Q2 2024, selling an estimated $95.3K and leaving 280 shares worth $9.52K. The position accounts for 0.01% of the portfolio, ranked #500.

ICA Group Wealth Management first reported a position in QCLN in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.23M in Q2 2022. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

ICA Group Wealth Management held 280 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $9.52K as of Q2 2024.
ICA Group Wealth Management sold 2,750 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $95.3K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #500 holding.
ICA Group Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.23M in Q2 2022.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.