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

Pathway 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
2018
Q3 		– Sell
-990
Closed -$19K – 300
2018
Q2 		$19K Hold
990
– – 0.01% 341
2018
Q1 		$19K Hold
990
– – 0.01% 348
2017
Q4 		$20K Buy
+990
New +$20K 0.01% 351

Other funds holding QCLN

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pathway Financial Advisors's QCLN Position: Q3 2018 in Review

Pathway Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2018, closing a stake of 990 shares — an estimated $19K sold.

Pathway Financial Advisors first reported a position in QCLN in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 50 funds tracked by Wall St. Rank hold QCLN as of Q3 2018.

  • Pathway Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 990 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2018, an estimated $19K.
  • Pathway Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $20K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.