Pathstone Family Office’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Pathstone Family Office’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 Q3	$686K	Buy	+16,096	New	+$786K	0.01%	879

Other funds holding QCLN

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Pathstone Family Office's QCLN Position: Q3 2023 in Review

Pathstone Family Office opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023: 16,096 shares worth $686K. The stake represents 0.01% of the portfolio and ranks #879 among its holdings.

255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Pathstone Family Office held 16,096 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $686K as of Q3 2023.
First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Pathstone Family Office position in Q3 2023.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #879 holding.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.