MGO One Seven’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

MGO One Seven’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 Q4	–	Sell	-8,178	Closed	-$349K	–	949
2023 Q3	$349K	Sell	8,178 -3,870	-32%	-$189K	0.03%	563
2023 Q2	$616K	Buy	+12,048	New	+$581K	0.06%	362
2021 Q2	–	Sell	-4,086	Closed	-$280K	–	609
2021 Q1	$280K	Buy	+4,086	New	+$314K	0.05%	431

Other funds holding QCLN

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

MGO One Seven's QCLN Position: Q4 2023 in Review

MGO One Seven sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 8,178 shares — an estimated $349K sold.

MGO One Seven first reported a position in QCLN in Q1 2021 and held it in 3 quarters. The position peaked at $616K in Q2 2023. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

MGO One Seven reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
MGO One Seven sold 8,178 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $349K.
MGO One Seven first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 3 quarters.
MGO One Seven's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $616K in Q2 2023.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on MGO One Seven's 13F filing for Q4 2023, filed 14 Feb 2024.