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

Mutual 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 Q1	–	Sell	-7,325	Closed	-$309K	–	1121
2023 Q4	$309K	Sell	7,325 -1,404	-16%	-$53.3K	0.01%	813
2023 Q3	$372K	Sell	8,729 -216	-2%	-$10.6K	0.01%	711
2023 Q2	$458K	Sell	8,945 -388	-4%	-$18.7K	0.02%	664
2023 Q1	$487K	Sell	9,333 -777	-8%	-$40.7K	0.02%	633
2022 Q4	$477K	Sell	10,110 -7,992	-44%	-$438K	0.02%	601
2022 Q3	$1.03M	Buy	18,102 +573	+3%	+$35K	0.05%	355
2022 Q2	$915K	Sell	17,529 -1,712	-9%	-$93.8K	0.06%	363
2022 Q1	$1.24M	Sell	19,241 -1,378	-7%	-$81.9K	0.07%	311
2021 Q4	$1.4M	Sell	20,619 -621	-3%	-$44.8K	0.07%	297
2021 Q3	$1.33M	Sell	21,240 -106	-0.5%	-$6.94K	0.08%	296
2021 Q2	$1.48M	Buy	21,346 +533	+3%	+$33.9K	0.09%	277
2021 Q1	$1.43M	Buy	20,813 +3,307	+19%	+$254K	0.1%	250
2020 Q4	$1.23M	Buy	+17,506	New	+$997K	0.09%	261

Other funds holding QCLN

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

WANY

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

Mutual Advisors's QCLN Position: Q1 2024 in Review

Mutual Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 7,325 shares — an estimated $309K sold.

Mutual Advisors first reported a position in QCLN in Q4 2020 and held it in 13 quarters. The position peaked at $1.48M in Q2 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Mutual Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Mutual Advisors sold 7,325 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $309K.
Mutual Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 13 quarters.
Mutual Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.48M in Q2 2021.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.