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

Mayflower Financial Advisors’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 Q3	–	Sell	-16,658	Closed	-$852K	–	359
2023 Q2	$852K	Sell	16,658 -4,087	-20%	-$197K	0.11%	151
2023 Q1	$1.08M	Buy	20,745 +9,740	+89%	+$510K	0.14%	122
2022 Q4	$519K	Buy	11,005 +438	+4%	+$24K	0.07%	189
2022 Q3	$602K	Sell	10,567 -756	-7%	-$46.1K	0.1%	152
2022 Q2	$591K	Sell	11,323 -209	-2%	-$11.5K	0.09%	165
2022 Q1	$745K	Buy	11,532 +2,148	+23%	+$128K	0.1%	148
2021 Q4	$638K	Buy	9,384 +1,898	+25%	+$137K	0.08%	164
2021 Q3	$523K	Buy	7,486 +203	+3%	+$13.3K	0.07%	186
2021 Q2	$504K	Buy	7,283 +662	+10%	+$42.1K	0.07%	170
2021 Q1	$454K	Buy	+6,621	New	+$508K	0.07%	176

Other funds holding QCLN

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

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

Mayflower Financial Advisors's QCLN Position: Q3 2023 in Review

Mayflower Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 16,658 shares — an estimated $852K sold.

Mayflower Financial Advisors first reported a position in QCLN in Q1 2021 and held it in 10 quarters. The position peaked at $1.08M in Q1 2023. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Mayflower Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 16,658 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $852K.
Mayflower Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 10 quarters.
Mayflower Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.08M in Q1 2023.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Mayflower Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.