McDonald Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

McDonald Partners’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	-4,345	Closed	-$222K	–	239
2023 Q2	$222K	Buy	4,345 +144	+3%	+$6.95K	0.07%	219
2023 Q1	$219K	Sell	4,201 -1,066	-20%	-$55.8K	0.07%	212
2022 Q4	$249K	Buy	5,267 +86	+2%	+$4.71K	0.08%	196
2022 Q3	$295K	Buy	5,181 +70	+1%	+$4.27K	0.11%	176
2022 Q2	$267K	Sell	5,111 -245	-5%	-$13.4K	0.07%	247
2022 Q1	$346K	Buy	+5,356	New	+$318K	0.08%	240
2021 Q4	–	Sell	-5,914	Closed	-$370K	–	691
2021 Q3	$370K	Buy	5,914 +393	+7%	+$25.7K	0.09%	224
2021 Q2	$382K	Buy	5,521 +987	+22%	+$62.8K	0.09%	220
2021 Q1	$311K	Buy	4,534 +709	+19%	+$54.4K	0.08%	237
2020 Q4	$269K	Buy	+3,825	New	+$218K	0.08%	237

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

McDonald Partners's QCLN Position: Q3 2023 in Review

McDonald Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 4,345 shares — an estimated $222K sold.

McDonald Partners first reported a position in QCLN in Q4 2020 and held it in 10 quarters. The position peaked at $382K in Q2 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

McDonald Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
McDonald Partners sold 4,345 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $222K.
McDonald Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 10 quarters.
McDonald Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $382K in Q2 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on McDonald Partners's 13F filing for Q3 2023, filed 30 Oct 2023.