Institutional & Family Asset Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Institutional & Family Asset 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
2021 Q3	–	Sell	-58	Closed	-$4K	–	962
2021 Q2	$4K	Hold	58	–	–	﹤0.01%	753
2021 Q1	$4K	Buy	+58	New	+$4.45K	﹤0.01%	727

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Institutional & Family Asset Management's QCLN Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2021, closing a stake of 58 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in QCLN in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 283 funds tracked by Wall St. Rank hold QCLN as of Q3 2021.

Institutional & Family Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 58 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2021, an estimated $4K.
Institutional & Family Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 2 quarters.
Institutional & Family Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $4K in Q2 2021.
283 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.