Mariner Independent Advisor Network’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$12.9M	Buy	225,904 +30,839	+16%	+$1.88M	0.55%	37
2022 Q2	$10.6M	Buy	195,065 +48,941	+33%	+$2.68M	0.45%	47
2022 Q1	$9.57M	Buy	146,124 +49,031	+50%	+$2.91M	0.37%	65
2021 Q4	$6.79M	Sell	97,093 -41,135	-30%	-$2.96M	0.32%	73
2021 Q3	$8.69M	Buy	138,228 +6,810	+5%	+$446K	0.42%	54
2021 Q2	$9.1M	Buy	131,418 +112,984	+613%	+$7.19M	0.41%	50
2021 Q1	$1.26M	Buy	18,434 +4,682	+34%	+$359K	0.07%	273
2020 Q4	$966K	Buy	+13,752	New	+$783K	0.05%	288

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Mariner Independent Advisor Network's QCLN Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 16% in Q3 2022, buying an estimated $1.88M and bringing the position to 225,904 shares worth $12.9M. The position accounts for 0.55% of the portfolio, ranked #37.

Mariner Independent Advisor Network first reported a position in QCLN in Q4 2020 and has held it in 8 quarters since. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

Mariner Independent Advisor Network held 225,904 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $12.9M as of Q3 2022.
Mariner Independent Advisor Network bought 30,839 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $1.88M.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.55% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #37 holding.
Mariner Independent Advisor Network first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 8 quarters since.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.