My Personal CFO LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

My Personal CFO LLC’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 Q4	–	Sell	-4,697	Closed	-$200K	–	92
2023 Q3	$200K	Sell	4,697 -999	-18%	-$48.8K	0.16%	81
2023 Q2	$291K	Sell	5,696 -200	-3%	-$9.65K	0.23%	64
2023 Q1	$308K	Buy	5,896 +5,461	+1,255%	+$286K	0.26%	58
2022 Q4	$288K	Sell	435 -2	-0.5%	-$110	0.27%	55
2022 Q3	$421K	Sell	437 -7,558	-95%	-$461K	0.64%	38
2022 Q2	$417K	Buy	7,995 +510	+7%	+$27.9K	0.54%	36
2022 Q1	$484K	Sell	7,485 -8,230	-52%	-$489K	0.5%	36
2021 Q4	$1.07M	Buy	+15,715	New	+$1.13M	0.93%	26

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

My Personal CFO LLC's QCLN Position: Q4 2023 in Review

My Personal CFO LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 4,697 shares — an estimated $200K sold.

My Personal CFO LLC first reported a position in QCLN in Q4 2021 and held it in 8 quarters. The position peaked at $1.07M in Q4 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

My Personal CFO LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
My Personal CFO LLC sold 4,697 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $200K.
My Personal CFO LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 8 quarters.
My Personal CFO LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.07M in Q4 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on My Personal CFO LLC's 13F filing for Q4 2023, filed 23 Jan 2024.