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Mid Atlantic Financial Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$276K Buy
4,408
+864
+24% +$56.6K 0.02% 695
2021
Q2 		$245K Buy
+3,544
New +$225K 0.02% 748

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mid Atlantic Financial Management's QCLN Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 24% in Q3 2021, buying an estimated $56.6K and bringing the position to 4,408 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #695.

Mid Atlantic Financial Management first reported a position in QCLN in Q2 2021 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold QCLN as of Q3 2021.

  • Mid Atlantic Financial Management held 4,408 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $276K as of Q3 2021.
  • Mid Atlantic Financial Management bought 864 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2021, an estimated $56.6K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #695 holding.
  • Mid Atlantic Financial Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.