Jim Simons’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Jim Simons’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 Q2	–	Sell	-4,200	Closed	-$219K	–	4205
2023 Q1	$219K	Sell	4,200 -1,600	-28%	-$83.8K	﹤0.01%	3239
2022 Q4	$274K	Sell	5,800 -4,400	-43%	-$241K	﹤0.01%	3265
2022 Q3	$581K	Buy	+10,200	New	+$623K	﹤0.01%	2841
2022 Q1	–	Sell	-23,900	Closed	-$1.62M	–	4380
2021 Q4	$1.62M	Buy	+23,900	New	+$1.72M	﹤0.01%	2302
2021 Q1	–	Sell	-31,100	Closed	-$2.18M	–	3625
2020 Q4	$2.18M	Buy	+31,100	New	+$1.77M	﹤0.01%	2074

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Jim Simons's QCLN Position: Q2 2023 in Review

Jim Simons sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 4,200 shares — an estimated $219K sold.

Jim Simons first reported a position in QCLN in Q4 2020 and held it in 5 quarters. The position peaked at $2.18M in Q4 2020. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Jim Simons reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Jim Simons sold 4,200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $219K.
Jim Simons first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 5 quarters.
Jim Simons's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.18M in Q4 2020.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.