Level Four Advisory Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Level Four Advisory 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
2023 Q1	–	Sell	-4,453	Closed	-$210K	–	816
2022 Q4	$210K	Buy	+4,453	New	+$244K	0.02%	603

Other funds holding QCLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

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

Level Four Advisory Services's QCLN Position: Q1 2023 in Review

Level Four Advisory Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 4,453 shares — an estimated $210K sold.

Level Four Advisory Services first reported a position in QCLN in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Level Four Advisory Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 4,453 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $210K.
Level Four Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 1 quarter.
Level Four Advisory Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $210K in Q4 2022.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.