Pinnacle Associates’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Pinnacle Associates’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
2021 Q4	–	Sell	-3,975	Closed	-$249K	–	806
2021 Q3	$249K	Buy	3,975 +350	+10%	+$22.9K	﹤0.01%	681
2021 Q2	$251K	Buy	3,625 +550	+18%	+$35K	﹤0.01%	685
2021 Q1	$211K	Buy	+3,075	New	+$236K	﹤0.01%	697

Other funds holding QCLN

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Associates's QCLN Position: Q4 2021 in Review

Pinnacle Associates sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021, closing a stake of 3,975 shares — an estimated $249K sold.

Pinnacle Associates first reported a position in QCLN in Q1 2021 and held it in 3 quarters. The position peaked at $251K in Q2 2021. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

Pinnacle Associates reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2021 after selling out during the quarter.
Pinnacle Associates sold 3,975 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $249K.
Pinnacle Associates first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 3 quarters.
Pinnacle Associates's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $251K in Q2 2021.
340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Pinnacle Associates's 13F filing for Q4 2021, filed 2 Feb 2022.