Raleigh Capital Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Raleigh Capital 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
2024 Q4	–	Sell	-253	Closed	-$9.09K	–	1060
2024 Q3	$9.09K	Hold	253	–	–	﹤0.01%	614
2024 Q2	$8.61K	Hold	253	–	–	﹤0.01%	600
2024 Q1	$8.77K	Sell	253 -48	-16%	-$1.7K	﹤0.01%	580
2023 Q4	$12.7K	Hold	301	–	–	0.01%	529
2023 Q3	$12.8K	Hold	301	–	–	0.01%	461
2023 Q2	$15.4K	Sell	301 -57	-16%	-$2.75K	0.01%	422
2023 Q1	$18.7K	Hold	358	–	–	0.01%	383
2022 Q4	$16.9K	Hold	358	–	–	0.01%	343
2022 Q3	$20K	Hold	358	–	–	0.01%	289
2022 Q2	$19K	Hold	358	–	–	0.01%	300
2022 Q1	$23K	Buy	+358	New	+$21.3K	0.01%	289

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

Raleigh Capital Management's QCLN Position: Q4 2024 in Review

Raleigh Capital Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 253 shares — an estimated $9.09K sold.

Raleigh Capital Management first reported a position in QCLN in Q1 2022 and held it in 11 quarters. The position peaked at $23K in Q1 2022. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Raleigh Capital Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
Raleigh Capital Management sold 253 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $9.09K.
Raleigh Capital Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 11 quarters.
Raleigh Capital Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $23K in Q1 2022.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.