LexAurum Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

LexAurum Advisors’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
2024 Q1	–	Sell	-4,818	Closed	-$203K	–	315
2023 Q4	$203K	Buy	4,818 +2	+0%	+$76	0.05%	281
2023 Q3	$205K	Buy	+4,816	New	+$235K	0.06%	260
2023 Q2	–	Sell	-4,898	Closed	-$256K	–	277
2023 Q1	$256K	Hold	4,898	–	–	0.08%	211
2022 Q4	$231K	Hold	4,898	–	–	0.08%	216
2022 Q3	$279K	Hold	4,898	–	–	0.11%	184
2022 Q2	$256K	Hold	4,898	–	–	0.1%	196
2022 Q1	$317K	Buy	4,898 +200	+4%	+$11.9K	0.1%	178
2021 Q4	$319K	Hold	4,698	–	–	0.1%	195
2021 Q3	$294K	Hold	4,698	–	–	0.09%	224
2021 Q2	$325K	Buy	4,698 +570	+14%	+$36.3K	0.1%	218
2021 Q1	$283K	Buy	4,128 +65	+2%	+$4.99K	0.1%	205
2020 Q4	$285K	Buy	+4,063	New	+$231K	0.1%	192

Other funds holding QCLN

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LexAurum Advisors's QCLN Position: Q1 2024 in Review

LexAurum Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 4,818 shares — an estimated $203K sold.

LexAurum Advisors first reported a position in QCLN in Q4 2020 and held it in 12 quarters. The position peaked at $325K in Q2 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

LexAurum Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
LexAurum Advisors sold 4,818 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $203K.
LexAurum Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 12 quarters.
LexAurum Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $325K in Q2 2021.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.