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

Prime Capital Investment 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
2024 Q4	–	Sell	-74,832	Closed	-$2.69M	–	962
2024 Q3	$2.69M	Sell	74,832 -3,778	-5%	-$132K	0.04%	271
2024 Q2	$2.67M	Sell	78,610 -23,431	-23%	-$812K	0.04%	275
2024 Q1	$3.54M	Buy	102,041 +12,274	+14%	+$435K	0.05%	250
2023 Q4	$3.79M	Sell	89,767 -2,693	-3%	-$102K	0.06%	230
2023 Q3	$3.94M	Sell	92,460 -609	-0.7%	-$29.8K	0.08%	178
2023 Q2	$4.76M	Buy	93,069 +6,953	+8%	+$336K	0.09%	167
2023 Q1	$4.5M	Buy	+86,116	New	+$4.51M	0.18%	101

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Prime Capital Investment Advisors's QCLN Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 74,832 shares — an estimated $2.69M sold.

Prime Capital Investment Advisors first reported a position in QCLN in Q1 2023 and held it in 7 quarters. The position peaked at $4.76M in Q2 2023. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Prime Capital Investment Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 74,832 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $2.69M.
Prime Capital Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2023 and held it in 7 quarters.
Prime Capital Investment Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $4.76M in Q2 2023.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.