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

Mark Sheptoff Financial Planning’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
2021
Q2 		– Sell
-200
Closed -$14K – 425
2021
Q1 		$14K Buy
+200
New +$15.4K 0.01% 265

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mark Sheptoff Financial Planning's QCLN Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 200 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in QCLN in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $14K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.