Leo Brokerage’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Leo Brokerage’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 Q2	$290K	Buy	5,668 +139	+3%	+$6.71K	0.03%	242
2023 Q1	$289K	Buy	+5,529	New	+$290K	0.04%	232
2022 Q2	$287K	Buy	5,507 +1	+0%	+$55	0.08%	136
2022 Q1	$356K	Buy	+5,506	New	+$327K	0.06%	175
2021 Q3	$345K	Hold	5,506	–	–	0.06%	137
2021 Q2	$381K	Hold	5,506	–	–	0.08%	134
2021 Q1	$378K	Hold	5,506	–	–	0.11%	126
2020 Q4	$387K	Buy	+5,506	New	+$314K	0.12%	108

Other funds holding QCLN

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

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

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

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

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

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

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

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

RJFSA

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Leo Brokerage's QCLN Position: Q2 2023 in Review

Leo Brokerage increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 2.5% in Q2 2023, buying an estimated $6.71K and bringing the position to 5,668 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #242.

Leo Brokerage first reported a position in QCLN in Q4 2020 and has held it in 8 quarters since. The position peaked at $387K in Q4 2020. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Leo Brokerage held 5,668 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $290K as of Q2 2023.
Leo Brokerage bought 139 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $6.71K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #242 holding.
Leo Brokerage first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 8 quarters since.
Leo Brokerage's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $387K in Q4 2020.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.