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Kestra Private Wealth Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-15,296
Closed -$645K – 1348
2023
Q4 		$645K Sell
15,296
-16,100
-51% -$611K 0.02% 641
2023
Q3 		$1.34M Sell
31,396
-4,266
-12% -$208K 0.04% 392
2023
Q2 		$1.82M Buy
35,662
+341
+1% +$16.5K 0.06% 315
2023
Q1 		$1.84M Buy
35,321
+11,738
+50% +$615K 0.07% 284
2022
Q4 		$1.11M Buy
23,583
+9,293
+65% +$509K 0.06% 350
2022
Q3 		$814K Sell
14,290
-971
-6% -$59.3K 0.05% 371
2022
Q2 		$797K Sell
15,261
-1,918
-11% -$105K 0.05% 379
2022
Q1 		$1.11M Sell
17,179
-3,440
-17% -$204K 0.06% 350
2021
Q4 		$1.4M Buy
20,619
+12,656
+159% +$912K 0.07% 307
2021
Q3 		$498K Buy
7,963
+1,146
+17% +$75K 0.03% 531
2021
Q2 		$472K Buy
6,817
+1,477
+28% +$93.9K 0.03% 522
2021
Q1 		$366K Buy
+5,340
New +$410K 0.03% 538

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Kestra Private Wealth Services's QCLN Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 15,296 shares — an estimated $645K sold.

Kestra Private Wealth Services first reported a position in QCLN in Q1 2021 and held it in 12 quarters. The position peaked at $1.84M in Q1 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 15,296 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $645K.
  • Kestra Private Wealth Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 12 quarters.
  • Kestra Private Wealth Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.84M in Q1 2023.
  • 211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.