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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Personal Capital Advisors's QCLN Position: Q4 2022 in Review

Personal Capital Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 3,873 shares — an estimated $221K sold.

Personal Capital Advisors first reported a position in QCLN in Q4 2020 and held it in 7 quarters. The position peaked at $283K in Q4 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Personal Capital Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Personal Capital Advisors sold 3,873 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $221K.
Personal Capital Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 7 quarters.
Personal Capital Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $283K in Q4 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.