North Star Investment Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

North Star Investment 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 Q3	–	Sell	-1,220	Closed	-$62.4K	–	1296
2023 Q2	$62.4K	Hold	1,220	–	–	0.01%	575
2023 Q1	$63.7K	Sell	1,220 -412	-25%	-$21.6K	0.01%	586
2022 Q4	$77K	Hold	1,632	–	–	0.01%	528
2022 Q3	$93K	Hold	1,632	–	–	0.01%	457
2022 Q2	$85K	Hold	1,632	–	–	0.01%	470
2022 Q1	$105K	Buy	1,632 +412	+34%	+$24.5K	0.01%	461
2021 Q4	$83K	Buy	1,220 +1,145	+1,527%	+$82.5K	0.01%	513
2021 Q3	$5K	Hold	75	–	–	﹤0.01%	962
2021 Q2	$5K	Buy	+75	New	+$4.77K	﹤0.01%	944

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

North Star Investment Management's QCLN Position: Q3 2023 in Review

North Star Investment Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 1,220 shares — an estimated $62.4K sold.

North Star Investment Management first reported a position in QCLN in Q2 2021 and held it in 9 quarters. The position peaked at $105K in Q1 2022. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

North Star Investment Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
North Star Investment Management sold 1,220 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $62.4K.
North Star Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 9 quarters.
North Star Investment Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $105K in Q1 2022.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on North Star Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.