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

Manchester Financial’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 Q2	–	Sell	-88,122	Closed	-$4.6M	–	102
2023 Q1	$4.6M	Buy	88,122 +281	+0.3%	+$14.7K	1.33%	16
2022 Q4	$4.15M	Buy	87,841 +267	+0.3%	+$14.6K	1.12%	17
2022 Q3	$4.99M	Buy	87,574 +1,661	+2%	+$101K	1.44%	14
2022 Q2	$4.49M	Buy	85,913 +212	+0.2%	+$11.6K	1.74%	16
2022 Q1	$5.54M	Buy	85,701 +4,202	+5%	+$250K	1.99%	12
2021 Q4	$5.54M	Buy	81,499 +476	+0.6%	+$34.3K	1.94%	15
2021 Q3	$5.07M	Buy	81,023 +1,158	+1%	+$75.8K	1.94%	15
2021 Q2	$5.53M	Buy	79,865 +1,802	+2%	+$115K	2.19%	13
2021 Q1	$5.36M	Buy	78,063 +171	+0.2%	+$13.1K	2.48%	9
2020 Q4	$5.47M	Buy	77,892 +15,307	+24%	+$872K	3.4%	6
2020 Q3	$2.78M	Buy	+62,585	New	+$2.4M	2.11%	13

Other funds holding QCLN

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WANY

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

Manchester Financial's QCLN Position: Q2 2023 in Review

Manchester Financial sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 88,122 shares — an estimated $4.6M sold.

Manchester Financial first reported a position in QCLN in Q3 2020 and held it in 11 quarters. The position peaked at $5.54M in Q4 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Manchester Financial reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Manchester Financial sold 88,122 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $4.6M.
Manchester Financial first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 11 quarters.
Manchester Financial's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $5.54M in Q4 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Manchester Financial's 13F filing for Q2 2023, filed 28 Jul 2023.