Mattern Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Mattern Wealth Management’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 Q4	–	Sell	-4,399	Closed	-$251K	–	164
2022 Q3	$251K	Buy	4,399 +200	+5%	+$12.2K	0.1%	137
2022 Q2	$219K	Sell	4,199 -477	-10%	-$26.1K	0.09%	141
2022 Q1	$302K	Sell	4,676 -11,384	-71%	-$676K	0.1%	128
2021 Q4	$1.09M	Buy	16,060 +2,657	+20%	+$191K	0.32%	74
2021 Q3	$839K	Sell	13,403 -750	-5%	-$49.1K	0.28%	82
2021 Q2	$876K	Sell	14,153 -1,300	-8%	-$82.7K	0.28%	83
2021 Q1	$1.06M	Buy	15,453 +580	+4%	+$44.5K	0.37%	73
2020 Q4	$1.04M	Buy	14,873 +2,695	+22%	+$153K	0.4%	73
2020 Q3	$540K	Buy	+12,178	New	+$467K	0.23%	92

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mattern Wealth Management's QCLN Position: Q4 2022 in Review

Mattern Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 4,399 shares — an estimated $251K sold.

Mattern Wealth Management first reported a position in QCLN in Q3 2020 and held it in 9 quarters. The position peaked at $1.09M in Q4 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Mattern Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Mattern Wealth Management sold 4,399 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $251K.
Mattern Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 9 quarters.
Mattern Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.09M in Q4 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Mattern Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.