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LifePlan Financial Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

LifePlan Financial Group’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
2020
Q1 		– Sell
-37
Closed -$1K – 569
2019
Q4 		$1K Buy
+37
New +$835 ﹤0.01% 539

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LifePlan Financial Group's QCLN Position: Q1 2020 in Review

LifePlan Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2020, closing a stake of 37 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in QCLN in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 66 funds tracked by Wall St. Rank hold QCLN as of Q1 2020.

  • LifePlan Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 37 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2020, an estimated $1K.
  • LifePlan Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2019 and held it in 1 quarter.
  • LifePlan Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.