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

Northwest Investment Counselors’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
Q3 		$5.56K Buy
+155
New +$5.43K ﹤0.01% 487
2024
Q2 		– Sell
-154
Closed -$5.33K – 413
2024
Q1 		$5.33K Buy
+154
New +$5.46K ﹤0.01% 428
2023
Q4 		– Sell
-153
Closed -$6.54K – 430
2023
Q3 		$6.54K Buy
+153
New +$7.47K ﹤0.01% 413

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Investment Counselors's QCLN Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024: 155 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in QCLN as recently as Q1 2024.

Northwest Investment Counselors first reported a position in QCLN in Q3 2023 and has held it in 3 quarters since. The position peaked at $6.54K in Q3 2023. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Northwest Investment Counselors held 155 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $5.56K as of Q3 2024.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Northwest Investment Counselors position in Q3 2024.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #487 holding.
  • Northwest Investment Counselors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2023 and has held it in 3 quarters since.
  • Northwest Investment Counselors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6.54K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.