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

Paradigm Financial 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
2021
Q4 		$11M Buy
161,321
+15,147
+10% +$1.09M 2.42% 10
2021
Q3 		$9.15M Buy
146,174
+55,302
+61% +$3.62M 2.11% 14
2021
Q2 		$6.29M Buy
+90,872
New +$5.78M 1.4% 21

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
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
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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paradigm Financial Advisors's QCLN Position: Q4 2021 in Review

Paradigm Financial Advisors increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 10% in Q4 2021, buying an estimated $1.09M and bringing the position to 161,321 shares worth $11M. The position accounts for 2.42% of the portfolio, ranked #10.

Paradigm Financial Advisors first reported a position in QCLN in Q2 2021 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

  • Paradigm Financial Advisors held 161,321 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $11M as of Q4 2021.
  • Paradigm Financial Advisors bought 15,147 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $1.09M.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 2.42% of Paradigm Financial Advisors's portfolio in Q4 2021, its #10 holding.
  • Paradigm Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.