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Montag & Associates’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Montag & Associates’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
2022
Q1 		– Sell
-15
Closed -$1K – 878
2021
Q4 		$1K Hold
15
– – ﹤0.01% 842
2021
Q3 		$1K Hold
15
– – ﹤0.01% 849
2021
Q2 		$1K Hold
15
– – ﹤0.01% 840
2021
Q1 		$1K Buy
+15
New +$1.15K ﹤0.01% 838

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Montag & Associates's QCLN Position: Q1 2022 in Review

Montag & Associates sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Montag & Associates first reported a position in QCLN in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

  • Montag & Associates reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 15 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $1K.
  • Montag & Associates first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1K in Q4 2021.
  • 325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.