NVWM LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

NVWM LLC’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 Q4	–	Sell	-209	Closed	-$8.91K	–	451
2023 Q3	$8.91K	Hold	209	–	–	﹤0.01%	326
2023 Q2	$10.7K	Hold	209	–	–	﹤0.01%	335
2023 Q1	$10.9K	Hold	209	–	–	﹤0.01%	335
2022 Q4	$11.4K	Hold	209	–	–	﹤0.01%	318
2022 Q3	$12K	Hold	209	–	–	﹤0.01%	320
2022 Q2	$11K	Hold	209	–	–	﹤0.01%	338
2022 Q1	$14K	Sell	209 -209	-50%	-$12.4K	﹤0.01%	358
2021 Q4	$32K	Hold	418	–	–	0.01%	299
2021 Q3	$26K	Buy	418 +144	+53%	+$9.43K	0.01%	293
2021 Q2	$18K	Hold	274	–	–	0.01%	297
2021 Q1	$18K	Buy	+274	New	+$21K	0.01%	284

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

NVWM LLC's QCLN Position: Q4 2023 in Review

NVWM LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 209 shares — an estimated $8.91K sold.

NVWM LLC first reported a position in QCLN in Q1 2021 and held it in 11 quarters. The position peaked at $32K in Q4 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

NVWM LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
NVWM LLC sold 209 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $8.91K.
NVWM LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 11 quarters.
NVWM LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $32K in Q4 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on NVWM LLC's 13F filing for Q4 2023, filed 8 Feb 2024.