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

Merit Financial 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
2023 Q3	–	Sell	-4,673	Closed	-$239K	–	775
2023 Q2	$239K	Buy	+4,673	New	+$225K	0.01%	657
2022 Q3	–	Sell	-4,920	Closed	-$257K	–	628
2022 Q2	$257K	Buy	4,920 +1,094	+29%	+$59.9K	0.01%	473
2022 Q1	$247K	Buy	+3,826	New	+$227K	0.01%	329
2021 Q4	–	Sell	-3,620	Closed	-$227K	–	288
2021 Q3	$227K	Buy	3,620 +1	+0%	+$65	0.02%	245
2021 Q2	$250K	Sell	3,619 -590	-14%	-$37.5K	0.02%	230
2021 Q1	$289K	Sell	4,209 -12,416	-75%	-$953K	0.03%	195
2020 Q4	$1.17M	Buy	+16,625	New	+$947K	0.11%	76

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

Merit Financial Group's QCLN Position: Q3 2023 in Review

Merit Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 4,673 shares — an estimated $239K sold.

Merit Financial Group first reported a position in QCLN in Q4 2020 and held it in 7 quarters. The position peaked at $1.17M in Q4 2020. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Merit Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Merit Financial Group sold 4,673 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $239K.
Merit Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 7 quarters.
Merit Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.17M in Q4 2020.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Merit Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.