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Ladenburg Thalmann Financial Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$234K Buy
9,427
+1,081
+13% +$24.4K ﹤0.01% 2386
2019
Q3 		$179K Sell
8,346
-444
-5% -$9.61K ﹤0.01% 2553
2019
Q2 		$185K Buy
8,790
+304
+4% +$6.24K ﹤0.01% 2532
2019
Q1 		$171K Buy
8,486
+738
+10% +$14.5K ﹤0.01% 2513
2018
Q4 		$137K Buy
7,748
+901
+13% +$16.8K ﹤0.01% 2527
2018
Q3 		$134K Buy
6,847
+77
+1% +$1.55K ﹤0.01% 2609
2018
Q2 		$132K Hold
6,770
– – ﹤0.01% 2563
2018
Q1 		$132K Sell
6,770
-646
-9% -$13.2K ﹤0.01% 2563
2017
Q4 		$150K Buy
7,416
+1,090
+17% +$22K ﹤0.01% 2435
2017
Q3 		$122K Sell
6,326
-40
-0.6% -$747 ﹤0.01% 2471
2017
Q2 		$116K Buy
6,366
+2,768
+77% +$47.8K ﹤0.01% 2427
2017
Q1 		$60K Buy
3,598
+401
+13% +$6.53K ﹤0.01% 2782
2016
Q4 		$49K Sell
3,197
-932
-23% -$14K ﹤0.01% 2864
2016
Q3 		$62K Sell
4,129
-218
-5% -$3.27K ﹤0.01% 2626
2016
Q2 		$62K Buy
4,347
+61
+1% +$887 ﹤0.01% 2517
2016
Q1 		$63K Sell
4,286
-2,584
-38% -$36.8K ﹤0.01% 2416
2015
Q4 		$110K Buy
6,870
+2,337
+52% +$35.3K ﹤0.01% 1988
2015
Q3 		$64K Buy
4,533
+4,098
+942% +$65.9K ﹤0.01% 2304
2015
Q2 		$8K Sell
435
-4,278
-91% -$82.6K ﹤0.01% 3828
2015
Q1 		$87K Buy
4,713
+4,278
+983% +$76K ﹤0.01% 2165
2014
Q4 		$7K Sell
435
-11,381
-96% -$198K ﹤0.01% 3585
2014
Q3 		$226K Sell
11,816
-1,273
-10% -$25.5K 0.01% 1157
2014
Q2 		$268K Buy
+13,089
New +$250K 0.01% 1046
2014
Q1 		– Sell
-1,300
Closed -$23K – 3832
2013
Q4 		$23K Hold
1,300
– – ﹤0.01% 2452
2013
Q3 		$21K Hold
1,300
– – ﹤0.01% 2419
2013
Q2 		$18K Buy
+1,300
New +$16.7K ﹤0.01% 2411

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ladenburg Thalmann Financial Services's QCLN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 13% in Q4 2019, buying an estimated $24.4K and bringing the position to 9,427 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Ladenburg Thalmann Financial Services first reported a position in QCLN in Q2 2013 and has held it in 26 quarters since. The position peaked at $268K in Q2 2014. 63 funds tracked by Wall St. Rank hold QCLN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 9,427 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $234K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,081 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2019, an estimated $24.4K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2386 holding.
  • Ladenburg Thalmann Financial Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $268K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.