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

LM 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
-1,477
Closed -$62.3K – 597
2023
Q4 		$62.3K Buy
+1,477
New +$56.1K 0.01% 296

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
First Trust Advisors
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

LM Advisors's QCLN Position: Q1 2024 in Review

LM Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 1,477 shares — an estimated $62.3K sold.

LM Advisors first reported a position in QCLN in Q4 2023 and held it in 1 quarter. The position peaked at $62.3K in Q4 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

  • LM Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 1,477 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $62.3K.
  • LM Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $62.3K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.