PCA
QCLN icon

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

Personal Capital 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
2022
Q4 		– Sell
-3,873
Closed -$221K – 500
2022
Q3 		$221K Buy
+3,873
New +$236K ﹤0.01% 420
2022
Q2 		– Sell
-3,480
Closed -$225K – 475
2022
Q1 		$225K Sell
3,480
-801
-19% -$47.6K ﹤0.01% 456
2021
Q4 		$283K Buy
4,281
+826
+24% +$59.5K ﹤0.01% 450
2021
Q3 		$216K Sell
3,455
-144
-4% -$9.43K ﹤0.01% 473
2021
Q2 		$249K Buy
3,599
+153
+4% +$9.73K ﹤0.01% 431
2021
Q1 		$236K Buy
3,446
+171
+5% +$13.1K ﹤0.01% 435
2020
Q4 		$230K Buy
+3,275
New +$187K ﹤0.01% 423

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 $376B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return