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Kings Point Capital Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Kings Point Capital Management’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
Q1 		$17K Buy
+260
New +$15.4K ﹤0.01% 507

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kings Point Capital Management's QCLN Position: Q1 2022 in Review

Kings Point Capital Management opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022: 260 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings.

325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

  • Kings Point Capital Management held 260 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $17K as of Q1 2022.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Kings Point Capital Management position in Q1 2022.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #507 holding.
  • 325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.