Loring Wolcott & Coolidge Fiduciary Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q3	–	Sell	-432	Closed	-$22.1K	–	646
2023 Q2	$22.1K	Hold	432	–	–	﹤0.01%	495
2023 Q1	$22.6K	Hold	432	–	–	﹤0.01%	461
2022 Q4	$20.4K	Hold	432	–	–	﹤0.01%	464
2022 Q3	$25K	Hold	432	–	–	﹤0.01%	473
2022 Q2	$23K	Hold	432	–	–	﹤0.01%	494
2022 Q1	$28K	Hold	432	–	–	﹤0.01%	492
2021 Q4	$29K	Sell	432 -267	-38%	-$19.2K	﹤0.01%	511
2021 Q3	$44K	Buy	+699	New	+$45.8K	﹤0.01%	470

Other funds holding QCLN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

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

Loring Wolcott & Coolidge Fiduciary Advisors's QCLN Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 432 shares — an estimated $22.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QCLN in Q3 2021 and held it in 8 quarters. The position peaked at $44K in Q3 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 432 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $22.1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $44K in Q3 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.