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Principle Wealth Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-3,430
Closed -$237K – 315
2021
Q2 		$237K Buy
+3,430
New +$218K 0.03% 288

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Principle Wealth Partners's QCLN Position: Q3 2021 in Review

Principle Wealth Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2021, closing a stake of 3,430 shares — an estimated $237K sold.

Principle Wealth Partners first reported a position in QCLN in Q2 2021 and held it in 1 quarter. The position peaked at $237K in Q2 2021. 283 funds tracked by Wall St. Rank hold QCLN as of Q3 2021.

  • Principle Wealth Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2021 after selling out during the quarter.
  • Principle Wealth Partners sold 3,430 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2021, an estimated $237K.
  • Principle Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 1 quarter.
  • Principle Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $237K in Q2 2021.
  • 283 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2021.

Based on Principle Wealth Partners's 13F filing for Q3 2021, filed 16 Nov 2021.