JFS Wealth Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

JFS Wealth Advisors’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 Q3	–	Sell	-149	Closed	-$5.07K	–	2010
2024 Q2	$5.07K	Buy	149 +1	+0.7%	+$35	﹤0.01%	1065
2024 Q1	$5.15K	Hold	148	–	–	﹤0.01%	1086
2023 Q4	$6.25K	Hold	148	–	–	﹤0.01%	969
2023 Q3	$6.31K	Hold	148	–	–	﹤0.01%	898
2023 Q2	$7.55K	Buy	148 +1	+0.7%	+$48	﹤0.01%	828
2023 Q1	$7.7K	Hold	147	–	–	﹤0.01%	813
2022 Q4	$6.94K	Hold	147	–	–	﹤0.01%	860
2022 Q3	$8K	Buy	+147	New	+$8.97K	﹤0.01%	822

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

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

WANY

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

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

JFS Wealth Advisors's QCLN Position: Q3 2024 in Review

JFS Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 149 shares — an estimated $5.07K sold.

JFS Wealth Advisors first reported a position in QCLN in Q3 2022 and held it in 8 quarters. The position peaked at $8K in Q3 2022. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

JFS Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
JFS Wealth Advisors sold 149 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $5.07K.
JFS Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 8 quarters.
JFS Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $8K in Q3 2022.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.