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

PCG Wealth 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
2023 Q3	–	Sell	-4,773	Closed	-$244K	–	113
2023 Q2	$244K	Sell	4,773 -600	-11%	-$29K	0.15%	89
2023 Q1	$281K	Sell	5,373 -441	-8%	-$23.1K	0.18%	87
2022 Q4	$274K	Sell	5,814 -8,026	-58%	-$440K	0.17%	82
2022 Q3	$793K	Buy	13,840 +4,531	+49%	+$277K	0.28%	59
2022 Q2	$486K	Sell	9,309 -1,309	-12%	-$71.7K	0.35%	50
2022 Q1	$686K	Sell	10,618 -1,142	-10%	-$67.9K	0.44%	41
2021 Q4	$808K	Buy	+11,760	New	+$848K	0.56%	35

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

PCG Wealth Advisors's QCLN Position: Q3 2023 in Review

PCG Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 4,773 shares — an estimated $244K sold.

PCG Wealth Advisors first reported a position in QCLN in Q4 2021 and held it in 7 quarters. The position peaked at $808K in Q4 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

PCG Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
PCG Wealth Advisors sold 4,773 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $244K.
PCG Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 7 quarters.
PCG Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $808K in Q4 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on PCG Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.