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Kingsview Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Kingsview Wealth 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
2023
Q4 		– Sell
-6,629
Closed -$283K – 1010
2023
Q3 		$283K Sell
6,629
-349
-5% -$17.1K 0.01% 769
2023
Q2 		$357K Buy
6,978
+552
+9% +$26.6K 0.01% 691
2023
Q1 		$336K Sell
6,426
-695
-10% -$36.4K 0.01% 673
2022
Q4 		$336K Buy
7,121
+515
+8% +$28.2K 0.01% 622
2022
Q3 		$376K Buy
6,606
+774
+13% +$47.2K 0.02% 574
2022
Q2 		$304K Sell
5,832
-5,263
-47% -$288K 0.01% 663
2022
Q1 		$717K Buy
11,095
+4,678
+73% +$278K 0.03% 489
2021
Q4 		$436K Buy
6,417
+866
+16% +$62.4K 0.02% 617
2021
Q3 		$347K Sell
5,551
-1,757
-24% -$115K 0.02% 647
2021
Q2 		$501K Sell
7,308
-9,526
-57% -$606K 0.02% 558
2021
Q1 		$1.17M Buy
16,834
+11,288
+204% +$867K 0.07% 297
2020
Q4 		$389K Buy
+5,546
New +$316K 0.03% 502

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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kingsview Wealth Management's QCLN Position: Q4 2023 in Review

Kingsview Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 6,629 shares — an estimated $283K sold.

Kingsview Wealth Management first reported a position in QCLN in Q4 2020 and held it in 12 quarters. The position peaked at $1.17M in Q1 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

  • Kingsview Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,629 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $283K.
  • Kingsview Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 12 quarters.
  • Kingsview Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.17M in Q1 2021.
  • 250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.