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

Next 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
2021 Q4	$72K	Buy	1,059 +396	+60%	+$28.5K	﹤0.01%	1317
2021 Q3	$41K	Sell	663 -176	-21%	-$11.5K	﹤0.01%	1498
2021 Q2	$58K	Sell	839 -32,191	-97%	-$2.05M	﹤0.01%	1326
2021 Q1	$2.27M	Buy	33,030 +5,699	+21%	+$438K	0.2%	113
2020 Q4	$1.92M	Sell	27,331 -9,143	-25%	-$521K	0.18%	123
2020 Q3	$1.62M	Buy	+36,474	New	+$1.4M	0.17%	127
2020 Q2	–	Sell	-34,771	Closed	-$697K	–	1591
2020 Q1	$697K	Buy	34,771 +34,220	+6,211%	+$870K	0.09%	206
2019 Q4	$14K	Hold	551	–	–	﹤0.01%	1648
2019 Q3	$12K	Hold	551	–	–	﹤0.01%	1650
2019 Q2	$12K	Buy	+551	New	+$11.3K	﹤0.01%	1630
2019 Q1	–	Sell	-525	Closed	-$9K	–	2017
2018 Q4	$9K	Buy	+525	New	+$9.78K	﹤0.01%	1384

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

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

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

RJFSA

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

RJA

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

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

Next Financial Group's QCLN Position: Q4 2021 in Review

Next Financial Group increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 60% in Q4 2021, buying an estimated $28.5K and bringing the position to 1,059 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Next Financial Group first reported a position in QCLN in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.27M in Q1 2021. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

Next Financial Group held 1,059 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $72K as of Q4 2021.
Next Financial Group bought 396 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $28.5K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1317 holding.
Next Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.27M in Q1 2021.
340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.