Portfolio Strategies’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Portfolio Strategies’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	-517,765	Closed	-$13.2M	–	46
2022 Q3	$13.2M	Sell	517,765 -3,503	-0.7%	-$214K	3.39%	11
2022 Q2	$27.3M	Sell	521,268 -9,918	-2%	-$543K	6.36%	4
2022 Q1	$34.3M	Buy	531,186 +35,950	+7%	+$2.14M	6.41%	2
2021 Q4	$33.6M	Buy	+495,236	New	+$35.7M	6.27%	4
2021 Q2	–	Sell	-116,602	Closed	-$8M	–	68
2021 Q1	$8M	Sell	116,602 -332,836	-74%	-$25.6M	1.67%	23
2020 Q4	$31.6M	Buy	449,438 +291,039	+184%	+$16.6M	6.17%	5
2020 Q3	$6.96M	Buy	+158,399	New	+$6.08M	1.93%	17

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $85.7B AUM 24.21% 1-Year Est. Return

Portfolio Strategies's QCLN Position: Q4 2022 in Review

Portfolio Strategies sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 517,765 shares — an estimated $13.2M sold.

Portfolio Strategies first reported a position in QCLN in Q3 2020 and held it in 7 quarters. The position peaked at $34.3M in Q1 2022. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Portfolio Strategies reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Portfolio Strategies sold 517,765 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $13.2M.
Portfolio Strategies first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 7 quarters.
Portfolio Strategies's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $34.3M in Q1 2022.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Portfolio Strategies's 13F filing for Q4 2022, filed 10 Feb 2023.