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

Plotkin Financial 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
2021
Q4 		– Sell
-11,844
Closed -$741K – 103
2021
Q3 		$741K Sell
11,844
-8,490
-42% -$556K 0.44% 41
2021
Q2 		$1.41M Sell
20,334
-34,779
-63% -$2.21M 0.78% 32
2021
Q1 		$3.78M Buy
+55,113
New +$4.23M 2.31% 16

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Plotkin Financial Advisors's QCLN Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021, closing a stake of 11,844 shares — an estimated $741K sold.

Plotkin Financial Advisors first reported a position in QCLN in Q1 2021 and held it in 3 quarters. The position peaked at $3.78M in Q1 2021. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 11,844 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $741K.
  • Plotkin Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 3 quarters.
  • Plotkin Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.78M in Q1 2021.
  • 340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.