Legacy Wealth Partners (California)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Legacy Wealth Partners (California)’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 Q2	–	Sell	-8,616	Closed	-$591K	–	101
2021 Q1	$591K	Buy	8,616 +2,816	+49%	+$216K	0.35%	60
2020 Q4	$407K	Sell	5,800 -769	-12%	-$43.8K	0.26%	71
2020 Q3	$291K	Sell	6,569 -3,111	-32%	-$119K	0.21%	76
2020 Q2	$288K	Buy	+9,680	New	+$247K	0.22%	78

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

Legacy Wealth Partners (California)'s QCLN Position: Q2 2021 in Review

Legacy Wealth Partners (California) sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 8,616 shares — an estimated $591K sold.

Legacy Wealth Partners (California) first reported a position in QCLN in Q2 2020 and held it in 4 quarters. The position peaked at $591K in Q1 2021. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

Legacy Wealth Partners (California) reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
Legacy Wealth Partners (California) sold 8,616 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $591K.
Legacy Wealth Partners (California) first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2020 and held it in 4 quarters.
Legacy Wealth Partners (California)'s First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $591K in Q1 2021.
286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.