Key Client Fiduciary Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Key Client Fiduciary 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
2022 Q4	–	Sell	-3,541	Closed	-$202K	–	161
2022 Q3	$202K	Buy	+3,541	New	+$216K	0.18%	100
2022 Q2	–	Sell	-4,036	Closed	-$261K	–	124
2022 Q1	$261K	Sell	4,036 -458	-10%	-$27.2K	0.21%	104
2021 Q4	$305K	Buy	+4,494	New	+$324K	0.25%	91

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

Key Client Fiduciary Advisors's QCLN Position: Q4 2022 in Review

Key Client Fiduciary Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 3,541 shares — an estimated $202K sold.

Key Client Fiduciary Advisors first reported a position in QCLN in Q4 2021 and held it in 3 quarters. The position peaked at $305K in Q4 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Key Client Fiduciary Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Key Client Fiduciary Advisors sold 3,541 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $202K.
Key Client Fiduciary Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 3 quarters.
Key Client Fiduciary Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $305K 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 Key Client Fiduciary Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.