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

MMBG 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	-8,600	Closed	-$309K	–	169
2024 Q3	$309K	Hold	8,600	–	–	0.03%	150
2024 Q2	$292K	Hold	8,600	–	–	0.03%	144
2024 Q1	$298K	Buy	8,600 +1,450	+20%	+$51.4K	0.03%	150
2023 Q4	$302K	Buy	7,150 +3,990	+126%	+$151K	0.04%	142
2023 Q3	$135K	Sell	3,160 -6,280	-67%	-$307K	0.02%	152
2023 Q2	$467K	Buy	+9,440	New	+$456K	0.06%	122

Other funds holding QCLN

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

MMBG Investment Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 8,600 shares — an estimated $309K sold.

MMBG Investment Advisors first reported a position in QCLN in Q2 2023 and held it in 6 quarters. The position peaked at $467K in Q2 2023. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

MMBG 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.
MMBG Investment Advisors sold 8,600 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $309K.
MMBG Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2023 and held it in 6 quarters.
MMBG Investment Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $467K in Q2 2023.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on MMBG Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.