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Orion Portfolio Solutions’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-2,150
Closed -$64K – 1660
2020
Q2 		$64K Buy
+2,150
New +$54.8K ﹤0.01% 650

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Orion Portfolio Solutions's QCLN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2020, closing a stake of 2,150 shares — an estimated $64K sold.

Orion Portfolio Solutions first reported a position in QCLN in Q2 2020 and held it in 1 quarter. The position peaked at $64K in Q2 2020. 108 funds tracked by Wall St. Rank hold QCLN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,150 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2020, an estimated $64K.
  • Orion Portfolio Solutions first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $64K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.