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

Operose 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
2023 Q1	–	Sell	-1,811	Closed	-$85.5K	–	382
2022 Q4	$85.5K	Buy	1,811 +1	+0.1%	+$55	0.05%	124
2022 Q3	$103K	Buy	1,810 +1	+0.1%	+$61	0.07%	96
2022 Q2	$94K	Hold	1,809	–	–	0.07%	105
2022 Q1	$117K	Hold	1,809	–	–	0.08%	94
2021 Q4	$123K	Buy	+1,809	New	+$130K	0.1%	87

Other funds holding QCLN

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

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

Operose Advisors's QCLN Position: Q1 2023 in Review

Operose Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 1,811 shares — an estimated $85.5K sold.

Operose Advisors first reported a position in QCLN in Q4 2021 and held it in 5 quarters. The position peaked at $123K in Q4 2021. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Operose Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Operose Advisors sold 1,811 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $85.5K.
Operose Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 5 quarters.
Operose Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $123K in Q4 2021.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Operose Advisors's 13F filing for Q1 2023, filed 9 May 2023.