IFG Advisory’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

IFG Advisory’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	-4,734	Closed	-$202K	–	589
2023 Q3	$202K	Buy	+4,734	New	+$231K	0.02%	520
2023 Q2	–	Sell	-4,074	Closed	-$213K	–	451
2023 Q1	$213K	Buy	+4,074	New	+$213K	0.02%	480
2022 Q4	–	Sell	-3,868	Closed	-$220K	–	527
2022 Q3	$220K	Buy	+3,868	New	+$236K	0.02%	476
2022 Q2	–	Sell	-3,542	Closed	-$228K	–	520
2022 Q1	$228K	Buy	+3,542	New	+$210K	0.02%	450
2021 Q2	–	Sell	-14,912	Closed	-$1.02M	–	505
2021 Q1	$1.02M	Buy	+14,912	New	+$1.14M	0.13%	188

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

IFG Advisory's QCLN Position: Q4 2023 in Review

IFG Advisory sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 4,734 shares — an estimated $202K sold.

IFG Advisory first reported a position in QCLN in Q1 2021 and held it in 5 quarters. The position peaked at $1.02M in Q1 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

IFG Advisory reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
IFG Advisory sold 4,734 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $202K.
IFG Advisory first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 5 quarters.
IFG Advisory's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.02M 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 IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.