Money Concepts Capital’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-2,672	Closed	-$126K	–	2310
2022 Q4	$126K	Buy	2,672 +2,502	+1,472%	+$137K	0.01%	880
2022 Q3	$10K	Sell	170 -165	-49%	-$10.1K	﹤0.01%	1054
2022 Q2	$17K	Sell	335 -5,792	-95%	-$317K	﹤0.01%	927
2022 Q1	$396K	Buy	6,127 +4,587	+298%	+$273K	0.02%	501
2021 Q4	$105K	Buy	+1,540	New	+$111K	0.01%	546
2021 Q1	$136K	Buy	1,989 +252	+15%	+$19.3K	0.01%	495
2020 Q4	$122K	Buy	+1,737	New	+$98.9K	0.01%	454

Other funds holding QCLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Concepts Capital's QCLN Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 2,672 shares — an estimated $126K sold.

Money Concepts Capital first reported a position in QCLN in Q4 2020 and held it in 7 quarters. The position peaked at $396K in Q1 2022. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Money Concepts Capital reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,672 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $126K.
Money Concepts Capital first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $396K in Q1 2022.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.