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

Kovack 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
2023 Q3	–	Sell	-7,223	Closed	-$370K	–	598
2023 Q2	$370K	Sell	7,223 -120	-2%	-$5.79K	0.05%	359
2023 Q1	$384K	Sell	7,343 -23	-0.3%	-$1.2K	0.05%	351
2022 Q4	$348K	Sell	7,366 -350	-5%	-$19.2K	0.05%	374
2022 Q3	$440K	Sell	7,716 -571	-7%	-$34.9K	0.06%	307
2022 Q2	$433K	Sell	8,287 -217	-3%	-$11.9K	0.06%	357
2022 Q1	$549K	Sell	8,504 -1,280	-13%	-$76.1K	0.06%	366
2021 Q4	$665K	Buy	9,784 +1,244	+15%	+$89.7K	0.06%	319
2021 Q3	$535K	Sell	8,540 -1,304	-13%	-$85.4K	0.06%	366
2021 Q2	$681K	Sell	9,844 -2,421	-20%	-$154K	0.08%	278
2021 Q1	$841K	Buy	12,265 +8,197	+201%	+$629K	0.11%	209
2020 Q4	$286K	Buy	+4,068	New	+$232K	0.04%	425

Other funds holding QCLN

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Kovack Advisors's QCLN Position: Q3 2023 in Review

Kovack Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 7,223 shares — an estimated $370K sold.

Kovack Advisors first reported a position in QCLN in Q4 2020 and held it in 11 quarters. The position peaked at $841K in Q1 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Kovack Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Kovack Advisors sold 7,223 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $370K.
Kovack Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 11 quarters.
Kovack Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $841K in Q1 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Kovack Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.