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Mather Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Mather Group’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
-60
Closed -$2.08K – 2085
2024
Q2 		$2.08K Buy
+60
New +$2.08K ﹤0.01% 1879

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

Mather Group's QCLN Position: Q3 2024 in Review

Mather Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 60 shares — an estimated $2.08K sold.

Mather Group first reported a position in QCLN in Q2 2024 and held it in 1 quarter. The position peaked at $2.08K in Q2 2024. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Mather Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 60 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $2.08K.
  • Mather Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2024 and held it in 1 quarter.
  • Mather Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.08K 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 Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.