Leelyn Smith’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-450	Closed	-$21.2K	–	347
2022 Q4	$21.2K	Sell	450 -7,457	-94%	-$409K	0.01%	252
2022 Q3	$450K	Buy	7,907 +7,457	+1,657%	+$455K	0.16%	85
2022 Q2	$23K	Sell	450 -2,905	-87%	-$159K	0.01%	239
2022 Q1	$217K	Hold	3,355	–	–	0.06%	113
2021 Q4	$228K	Sell	3,355 -190	-5%	-$13.7K	0.06%	110
2021 Q3	$222K	Sell	3,545 -572	-14%	-$37.5K	0.06%	106
2021 Q2	$285K	Sell	4,117 -10,092	-71%	-$642K	0.08%	101
2021 Q1	$975K	Sell	14,209 -1,465	-9%	-$112K	0.29%	79
2020 Q4	$1.1M	Buy	15,674 +7,591	+94%	+$432K	0.35%	72
2020 Q3	$358K	Buy	8,083 +8,030	+15,151%	+$308K	0.13%	94
2020 Q2	$6K	Sell	53 -8,907	-99%	-$227K	﹤0.01%	352
2020 Q1	$180K	Buy	+8,960	New	+$228K	0.1%	107

Other funds holding QCLN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

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

Leelyn Smith's QCLN Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 450 shares — an estimated $21.2K sold.

Leelyn Smith first reported a position in QCLN in Q1 2020 and held it in 12 quarters. The position peaked at $1.1M in Q4 2020. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Leelyn Smith reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 450 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $21.2K.
Leelyn Smith first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2020 and held it in 12 quarters.
Leelyn Smith's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.1M in Q4 2020.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.