Measured Wealth Private Client Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Measured Wealth Private Client 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
2018 Q4	–	Sell	-500	Closed	-$10K	–	546
2018 Q3	$10K	Buy	+500	New	+$10.1K	0.01%	621

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

RJA

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

Measured Wealth Private Client Group's QCLN Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2018, closing a stake of 500 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in QCLN in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 48 funds tracked by Wall St. Rank hold QCLN as of Q4 2018.

Measured Wealth Private Client Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 500 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2018, an estimated $10K.
Measured Wealth Private Client Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $10K in Q3 2018.
48 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.