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

Milestone Investment Advisors’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
2024 Q4	–	Sell	-21,610	Closed	-$776K	–	132
2024 Q3	$776K	Sell	21,610 -1,859	-8%	-$65.1K	0.22%	50
2024 Q2	$798K	Sell	23,469 -1,832	-7%	-$63.5K	0.21%	48
2024 Q1	$877K	Sell	25,301 -616	-2%	-$21.8K	0.24%	46
2023 Q4	$1.09M	Buy	+25,917	New	+$984K	0.32%	43

Other funds holding QCLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Milestone Investment Advisors's QCLN Position: Q4 2024 in Review

Milestone Investment Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 21,610 shares — an estimated $776K sold.

Milestone Investment Advisors first reported a position in QCLN in Q4 2023 and held it in 4 quarters. The position peaked at $1.09M in Q4 2023. 176 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Milestone Investment Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Milestone Investment Advisors sold 21,610 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $776K.
Milestone Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and held it in 4 quarters.
Milestone Investment Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.09M in Q4 2023.
176 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Milestone Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.