Psagot Value Holdings’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Psagot Value Holdings’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	-2,598	Closed	-$163K	–	432
2021 Q3	$163K	Sell	2,598 -47,470	-95%	-$3.11M	0.03%	274
2021 Q2	$3.46M	Buy	50,068 +29,344	+142%	+$1.87M	0.12%	89
2021 Q1	$1.42M	Buy	20,724 +1,681	+9%	+$129K	0.03%	171
2020 Q4	$1.34M	Buy	+19,043	New	+$1.08M	0.03%	160

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Psagot Value Holdings's QCLN Position: Q4 2021 in Review

Psagot Value Holdings sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021, closing a stake of 2,598 shares — an estimated $163K sold.

Psagot Value Holdings first reported a position in QCLN in Q4 2020 and held it in 4 quarters. The position peaked at $3.46M in Q2 2021. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

Psagot Value Holdings reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2021 after selling out during the quarter.
Psagot Value Holdings sold 2,598 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $163K.
Psagot Value Holdings first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 4 quarters.
Psagot Value Holdings's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.46M in Q2 2021.
340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Psagot Value Holdings's 13F filing for Q4 2021, filed 14 Mar 2022.