Milestone Advisory Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Milestone Advisory Partners’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	$774K	Sell	18,151 -1,585	-8%	-$77.4K	0.64%	33
2023 Q2	$1.01M	Sell	19,736 -1,266	-6%	-$61.1K	0.91%	27
2023 Q1	$1.1M	Hold	21,002	–	–	1.01%	24
2022 Q4	$991K	Sell	21,002 -10,594	-34%	-$581K	0.74%	24
2022 Q3	$1.8M	Buy	31,596 +6,659	+27%	+$406K	1.35%	19
2022 Q2	$1.29M	Sell	24,937 -23,917	-49%	-$1.31M	1.05%	23
2022 Q1	$3.91M	Buy	48,854 +4,516	+10%	+$268K	2.11%	16
2021 Q4	$3.01M	Sell	44,338 -2,496	-5%	-$180K	1.52%	21
2021 Q3	$2.93M	Buy	46,834 +72	+0.2%	+$4.71K	1.72%	20
2021 Q2	$3.24M	Sell	46,762 -48,370	-51%	-$3.08M	1.71%	20
2021 Q1	$6.53M	Sell	95,132 -1,576	-2%	-$121K	3.49%	9
2020 Q4	$6.79M	Buy	96,708 +15,742	+19%	+$897K	3.87%	7
2020 Q3	$3.59M	Sell	80,966 -6,429	-7%	-$247K	2.23%	14
2020 Q2	$2.6M	Buy	+87,395	New	+$2.23M	1.53%	17

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

Milestone Advisory Partners's QCLN Position: Q3 2023 in Review

Milestone Advisory Partners reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 8% in Q3 2023, selling an estimated $77.4K and leaving 18,151 shares worth $774K. The position accounts for 0.64% of the portfolio, ranked #33.

Milestone Advisory Partners first reported a position in QCLN in Q2 2020 and has held it in 14 quarters since. The position peaked at $6.79M in Q4 2020. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Milestone Advisory Partners held 18,151 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $774K as of Q3 2023.
Milestone Advisory Partners sold 1,585 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $77.4K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.64% of Milestone Advisory Partners's portfolio in Q3 2023, its #33 holding.
Milestone Advisory Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2020 and has held it in 14 quarters since.
Milestone Advisory Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6.79M 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 Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.