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

MV Capital Management’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 Q2	–	Sell	-150	Closed	-$7.83K	–	693
2023 Q1	$7.83K	Hold	150	–	–	﹤0.01%	541
2022 Q4	$7.08K	Hold	150	–	–	﹤0.01%	510
2022 Q3	$9K	Hold	150	–	–	﹤0.01%	482
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	490
2022 Q1	$10K	Sell	150 -277	-65%	-$16.5K	﹤0.01%	475
2021 Q4	$29K	Hold	427	–	–	﹤0.01%	268
2021 Q3	$27K	Hold	427	–	–	﹤0.01%	273
2021 Q2	$30K	Sell	427 -8,979	-95%	-$571K	0.01%	244
2021 Q1	$645K	Buy	+9,406	New	+$722K	0.12%	86

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

WANY

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

MV Capital Management's QCLN Position: Q2 2023 in Review

MV Capital Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 150 shares — an estimated $7.83K sold.

MV Capital Management first reported a position in QCLN in Q1 2021 and held it in 9 quarters. The position peaked at $645K in Q1 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

MV Capital Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
MV Capital Management sold 150 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $7.83K.
MV Capital Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 9 quarters.
MV Capital Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $645K in Q1 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on MV Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.