Patriot Financial Group Insurance Agency’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-500	Closed	-$26K	–	1568
2022 Q2	$26K	Hold	500	–	–	0.01%	928
2022 Q1	$32K	Hold	500	–	–	0.01%	918
2021 Q4	$34K	Hold	500	–	–	0.01%	1015
2021 Q3	$31K	Hold	500	–	–	0.01%	1033
2021 Q2	$35K	Buy	500 +300	+150%	+$19.1K	0.01%	963
2021 Q1	$14K	Buy	+200	New	+$15.4K	﹤0.01%	1250

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's QCLN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2022, closing a stake of 500 shares — an estimated $26K sold.

Patriot Financial Group Insurance Agency first reported a position in QCLN in Q1 2021 and held it in 6 quarters. The position peaked at $35K in Q2 2021. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 500 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $26K.
Patriot Financial Group Insurance Agency first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $35K in Q2 2021.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.