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

OneDigital Investment 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
2022 Q1	–	Sell	-6,199	Closed	-$421K	–	827
2021 Q4	$421K	Sell	6,199 -363	-6%	-$26.2K	0.01%	499
2021 Q3	$411K	Buy	6,562 +78	+1%	+$5.11K	0.02%	481
2021 Q2	$449K	Sell	6,484 -3,006	-32%	-$191K	0.02%	435
2021 Q1	$651K	Buy	9,490 +5,578	+143%	+$428K	0.03%	324
2020 Q4	$275K	Buy	+3,912	New	+$223K	0.01%	513
2018 Q4	–	Sell	-1,250	Closed	-$25K	–	1255
2018 Q3	$25K	Hold	1,250	–	–	0.01%	594
2018 Q2	$24K	Hold	1,250	–	–	0.01%	748
2018 Q1	$24K	Buy	+1,250	New	+$25.4K	0.01%	753

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors's QCLN Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 6,199 shares — an estimated $421K sold.

OneDigital Investment Advisors first reported a position in QCLN in Q1 2018 and held it in 8 quarters. The position peaked at $651K in Q1 2021. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

OneDigital Investment Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 6,199 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $421K.
OneDigital Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2018 and held it in 8 quarters.
OneDigital Investment Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $651K in Q1 2021.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.