Migdal Insurance & Financial Holdings’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Migdal Insurance & Financial Holdings’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	-450	Closed	-$23K	–	518
2023 Q2	$23K	Hold	450	–	–	﹤0.01%	370
2023 Q1	$24K	Hold	450	–	–	﹤0.01%	405
2022 Q4	$21K	Hold	450	–	–	﹤0.01%	392
2022 Q3	$26K	Sell	450 -140	-24%	-$8.54K	﹤0.01%	374
2022 Q2	$31K	Hold	590	–	–	﹤0.01%	423
2022 Q1	$38K	Hold	590	–	–	﹤0.01%	466
2021 Q4	$40K	Buy	+590	New	+$42.5K	﹤0.01%	486
2021 Q2	–	Sell	-370,000	Closed	-$25.4M	–	656
2021 Q1	$25.4M	Buy	+370,000	New	+$28.4M	0.26%	95

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

Migdal Insurance & Financial Holdings's QCLN Position: Q3 2023 in Review

Migdal Insurance & Financial Holdings sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 450 shares — an estimated $23K sold.

Migdal Insurance & Financial Holdings first reported a position in QCLN in Q1 2021 and held it in 8 quarters. The position peaked at $25.4M in Q1 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Migdal Insurance & Financial Holdings reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 450 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $23K.
Migdal Insurance & Financial Holdings first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $25.4M in Q1 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2023, filed 25 Oct 2023.