Kaizen Financial Strategies’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Kaizen Financial Strategies’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
2022 Q4	–	Sell	-3,580	Closed	-$204K	–	133
2022 Q3	$204K	Sell	3,580 -839	-19%	-$51.2K	0.21%	108
2022 Q2	$231K	Buy	4,419 +109	+3%	+$5.97K	0.23%	106
2022 Q1	$279K	Sell	4,310 -10,787	-71%	-$641K	0.22%	110
2021 Q4	$1.03M	Sell	15,097 -183	-1%	-$13.2K	0.77%	35
2021 Q3	$957K	Buy	+15,280	New	+$1M	0.77%	38

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kaizen Financial Strategies's QCLN Position: Q4 2022 in Review

Kaizen Financial Strategies sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 3,580 shares — an estimated $204K sold.

Kaizen Financial Strategies first reported a position in QCLN in Q3 2021 and held it in 5 quarters. The position peaked at $1.03M in Q4 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Kaizen Financial Strategies reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 3,580 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $204K.
Kaizen Financial Strategies first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 5 quarters.
Kaizen Financial Strategies's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.03M in Q4 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Kaizen Financial Strategies's 13F filing for Q4 2022, filed 19 Jan 2023.