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

Northwest Financial Advisors’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
2024 Q4	–	Sell	-346	Closed	-$12.4K	–	425
2024 Q3	$12.4K	Buy	+346	New	+$12.1K	0.01%	372
2024 Q1	–	Sell	-62	Closed	-$2.62K	–	407
2023 Q4	$2.62K	Buy	+62	New	+$2.35K	﹤0.01%	477

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

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

Northwest Financial Advisors's QCLN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 346 shares — an estimated $12.4K sold.

Northwest Financial Advisors first reported a position in QCLN in Q4 2023 and held it in 2 quarters. The position peaked at $12.4K in Q3 2024. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Northwest Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 346 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $12.4K.
Northwest Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $12.4K in Q3 2024.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.