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

JP Morgan Private 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
2023 Q3	$1.57M	Sell	36,929 -8,558	-19%	-$418K	﹤0.01%	823
2023 Q2	$2.33M	Sell	45,487 -1,476	-3%	-$71.2K	0.01%	514
2023 Q1	$2.45M	Sell	46,963 -7,031	-13%	-$368K	0.01%	799
2022 Q4	$2.55M	Buy	53,994 +7,249	+16%	+$397K	0.01%	761
2022 Q3	$2.66M	Buy	46,745 +808	+2%	+$49.3K	0.01%	748
2022 Q2	$2.4M	Buy	45,937 +382	+0.8%	+$20.9K	0.01%	784
2022 Q1	$2.94M	Buy	45,555 +213	+0.5%	+$12.7K	0.01%	775
2021 Q4	$3.08M	Buy	45,342 +9,386	+26%	+$676K	0.01%	763
2021 Q3	$2.25M	Buy	35,956 +8,429	+31%	+$552K	0.01%	852
2021 Q2	$1.91M	Sell	27,527 -48,866	-64%	-$3.11M	﹤0.01%	902
2021 Q1	$5.24M	Buy	+76,393	New	+$5.86M	0.02%	499

Other funds holding QCLN

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

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

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

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

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

RJA

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

WANY

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

JP Morgan Private Wealth Advisors's QCLN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 19% in Q3 2023, selling an estimated $418K and leaving 36,929 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #823.

JP Morgan Private Wealth Advisors first reported a position in QCLN in Q1 2021 and has held it in 11 quarters since. The position peaked at $5.24M in Q1 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

JP Morgan Private Wealth Advisors held 36,929 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $1.57M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 8,558 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $418K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #823 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $5.24M in Q1 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.