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

Laird Norton Wetherby 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
2021 Q3	–	Sell	-3,029	Closed	-$210K	–	950
2021 Q2	$210K	Hold	3,029	–	–	0.01%	856
2021 Q1	$208K	Buy	+3,029	New	+$233K	0.02%	731

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

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

Laird Norton Wetherby Wealth Management's QCLN Position: Q3 2021 in Review

Laird Norton Wetherby Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2021, closing a stake of 3,029 shares — an estimated $210K sold.

Laird Norton Wetherby Wealth Management first reported a position in QCLN in Q1 2021 and held it in 2 quarters. The position peaked at $210K in Q2 2021. 283 funds tracked by Wall St. Rank hold QCLN as of Q3 2021.

Laird Norton Wetherby Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2021 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 3,029 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2021, an estimated $210K.
Laird Norton Wetherby Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $210K in Q2 2021.
283 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.