Nations Financial Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Nations Financial Group’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 Q3	–	Sell	-6,677	Closed	-$342K	–	636
2023 Q2	$342K	Sell	6,677 -592	-8%	-$28.6K	0.03%	464
2023 Q1	$380K	Sell	7,269 -147	-2%	-$7.7K	0.04%	428
2022 Q4	$350K	Sell	7,416 -778	-9%	-$42.6K	0.04%	433
2022 Q3	$467K	Buy	8,194 +4	+0%	+$244	0.07%	309
2022 Q2	$428K	Sell	8,190 -359	-4%	-$19.7K	0.06%	333
2022 Q1	$552K	Sell	8,549 -1,286	-13%	-$76.4K	0.07%	301
2021 Q4	$668K	Sell	9,835 -1,591	-14%	-$115K	0.09%	237
2021 Q3	$715K	Buy	11,426 +651	+6%	+$42.6K	0.11%	216
2021 Q2	$746K	Buy	10,775 +2,459	+30%	+$156K	0.12%	199
2021 Q1	$571K	Buy	8,316 +3,355	+68%	+$258K	0.13%	202
2020 Q4	$348K	Buy	+4,961	New	+$283K	0.09%	242

Other funds holding QCLN

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

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

Nations Financial Group's QCLN Position: Q3 2023 in Review

Nations Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 6,677 shares — an estimated $342K sold.

Nations Financial Group first reported a position in QCLN in Q4 2020 and held it in 11 quarters. The position peaked at $746K in Q2 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Nations Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Nations Financial Group sold 6,677 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $342K.
Nations Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 11 quarters.
Nations Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $746K in Q2 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.