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McElhenny Sheffield Capital Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-1,345
Closed -$63.5K – 491
2022
Q4 		$63.5K Buy
+1,345
New +$73.7K 0.03% 163

Other funds holding QCLN

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

McElhenny Sheffield Capital Management's QCLN Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 1,345 shares — an estimated $63.5K sold.

McElhenny Sheffield Capital Management first reported a position in QCLN in Q4 2022 and held it in 1 quarter. The position peaked at $63.5K in Q4 2022. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,345 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $63.5K.
  • McElhenny Sheffield Capital Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $63.5K in Q4 2022.
  • 285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.