NNP
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Nachman Norwood & Parrott’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-55
Closed -$2K – 837
2020
Q3 		$2K Buy
+55
New +$2.11K ﹤0.01% 1099

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Nachman Norwood & Parrott's QCLN Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2020, closing a stake of 55 shares — an estimated $2K sold.

Nachman Norwood & Parrott first reported a position in QCLN in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 213 funds tracked by Wall St. Rank hold QCLN as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 55 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2020, an estimated $2K.
  • Nachman Norwood & Parrott first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2K in Q3 2020.
  • 213 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.