Princeton Global Asset Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Princeton Global Asset Management’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
2023 Q4	–	Sell	-120	Closed	-$5.12K	–	668
2023 Q3	$5.12K	Hold	120	–	–	﹤0.01%	468
2023 Q2	$6.14K	Hold	120	–	–	﹤0.01%	453
2023 Q1	$6.27K	Hold	120	–	–	﹤0.01%	456
2022 Q4	$6K	Hold	120	–	–	﹤0.01%	448
2022 Q3	$7K	Hold	120	–	–	﹤0.01%	422
2022 Q2	$6K	Sell	120 -150	-56%	-$8.22K	﹤0.01%	456
2022 Q1	$17K	Sell	270 -1,180	-81%	-$70.1K	﹤0.01%	385
2021 Q4	$99K	Sell	1,450 -1,350	-48%	-$97.3K	0.03%	210
2021 Q3	$175K	Sell	2,800 -650	-19%	-$42.6K	0.05%	179
2021 Q2	$239K	Sell	3,450 -1,200	-26%	-$76.3K	0.07%	166
2021 Q1	$319K	Buy	4,650 +1,999	+75%	+$153K	0.1%	146
2020 Q4	$186K	Buy	+2,651	New	+$151K	0.07%	164

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Princeton Global Asset Management's QCLN Position: Q4 2023 in Review

Princeton Global Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 120 shares — an estimated $5.12K sold.

Princeton Global Asset Management first reported a position in QCLN in Q4 2020 and held it in 12 quarters. The position peaked at $319K in Q1 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Princeton Global Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Princeton Global Asset Management sold 120 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $5.12K.
Princeton Global Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 12 quarters.
Princeton Global Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $319K in Q1 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Princeton Global Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.