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M Holdings Securities’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-6,841
Closed -$233K – 252
2024
Q2 		$233K Buy
+6,841
New +$237K 0.03% 263

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M Holdings Securities's QCLN Position: Q3 2024 in Review

M Holdings Securities sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 6,841 shares — an estimated $233K sold.

M Holdings Securities first reported a position in QCLN in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • M Holdings Securities reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 6,841 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $233K.
  • M Holdings Securities first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2024 and held it in 1 quarter.
  • M Holdings Securities's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $233K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.