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O'Shaughnessy Asset Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

O'Shaughnessy Asset Management’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
Q3 		– Sell
-21
Closed -$714 – 2173
2024
Q2 		$714 Buy
+21
New +$728 ﹤0.01% 1928

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

O'Shaughnessy Asset Management's QCLN Position: Q3 2024 in Review

O'Shaughnessy Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 21 shares — an estimated $714 sold.

O'Shaughnessy Asset Management first reported a position in QCLN in Q2 2024 and held it in 1 quarter. The position peaked at $714 in Q2 2024. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • O'Shaughnessy Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 21 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $714.
  • O'Shaughnessy Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2024 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $714 in Q2 2024.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.