Kesler Norman & Wride’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Kesler Norman & Wride’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 Q4	–	Sell	-7,856	Closed	-$335K	–	164
2023 Q3	$335K	Hold	7,856	–	–	0.08%	142
2023 Q2	$402K	Sell	7,856 -7,000	-47%	-$338K	0.1%	134
2023 Q1	$776K	Sell	14,856 -258	-2%	-$13.5K	0.2%	106
2022 Q4	$713K	Buy	15,114 +258	+2%	+$14.1K	0.18%	117
2022 Q3	$846K	Buy	14,856 +10,805	+267%	+$660K	0.24%	106
2022 Q2	$211K	Sell	4,051 -59	-1%	-$3.23K	0.06%	141
2022 Q1	$266K	Hold	4,110	–	–	0.06%	134
2021 Q4	$279K	Hold	4,110	–	–	0.06%	134
2021 Q3	$257K	Hold	4,110	–	–	0.06%	138
2021 Q2	$274K	Hold	4,110	–	–	0.06%	143
2021 Q1	$282K	Sell	4,110 -2,475	-38%	-$190K	0.07%	142
2020 Q4	$462K	Buy	+6,585	New	+$375K	0.13%	122

Other funds holding QCLN

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Kesler Norman & Wride's QCLN Position: Q4 2023 in Review

Kesler Norman & Wride sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 7,856 shares — an estimated $335K sold.

Kesler Norman & Wride first reported a position in QCLN in Q4 2020 and held it in 12 quarters. The position peaked at $846K in Q3 2022. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Kesler Norman & Wride reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Kesler Norman & Wride sold 7,856 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $335K.
Kesler Norman & Wride first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 12 quarters.
Kesler Norman & Wride's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $846K in Q3 2022.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Kesler Norman & Wride's 13F filing for Q4 2023, filed 10 Jan 2024.