OHWP
QCLN icon

Oak Harbor Wealth Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Oak Harbor Wealth Partners’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
-165
Closed -$5.92K – 230
2024
Q3 		$5.92K Buy
+165
New +$5.78K ﹤0.01% 211

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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

Oak Harbor Wealth Partners's QCLN Position: Q4 2024 in Review

Oak Harbor Wealth Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 165 shares — an estimated $5.92K sold.

Oak Harbor Wealth Partners first reported a position in QCLN in Q3 2024 and held it in 1 quarter. The position peaked at $5.92K in Q3 2024. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

  • Oak Harbor Wealth Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 165 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $5.92K.
  • Oak Harbor Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2024 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $5.92K 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 Oak Harbor Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.