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

Moors & Cabot’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	-8,093	Closed	-$291K	–	918
2024 Q3	$291K	Buy	8,093 +348	+4%	+$12.2K	0.01%	669
2024 Q2	$263K	Sell	7,745 -4,639	-37%	-$161K	0.01%	669
2024 Q1	$429K	Buy	12,384 +1,428	+13%	+$50.6K	0.02%	546
2023 Q4	$462K	Buy	10,956 +567	+5%	+$21.5K	0.03%	483
2023 Q3	$443K	Sell	10,389 -707	-6%	-$34.5K	0.03%	473
2023 Q2	$568K	Buy	11,096 +427	+4%	+$20.6K	0.04%	408
2023 Q1	$557K	Sell	10,669 -229	-2%	-$12K	0.04%	406
2022 Q4	$514K	Sell	10,898 -429	-4%	-$23.5K	0.04%	419
2022 Q3	$645K	Buy	11,327 +1,278	+13%	+$78K	0.05%	332
2022 Q2	$525K	Buy	10,049 +1,040	+12%	+$57K	0.04%	400
2022 Q1	$582K	Buy	9,009 +2,170	+32%	+$129K	0.04%	426
2021 Q4	$465K	Buy	+6,839	New	+$493K	0.03%	483

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

Moors & Cabot's QCLN Position: Q4 2024 in Review

Moors & Cabot sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 8,093 shares — an estimated $291K sold.

Moors & Cabot first reported a position in QCLN in Q4 2021 and held it in 12 quarters. The position peaked at $645K in Q3 2022. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Moors & Cabot reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Moors & Cabot sold 8,093 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $291K.
Moors & Cabot first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 12 quarters.
Moors & Cabot's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $645K in Q3 2022.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Moors & Cabot's 13F filing for Q4 2024, filed 7 Feb 2025.