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

Ranch Capital 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
2021 Q4	–	Sell	-2,752	Closed	-$172K	–	464
2021 Q3	$172K	Hold	2,752	–	–	0.11%	161
2021 Q2	$190K	Hold	2,752	–	–	0.11%	164
2021 Q1	$188K	Hold	2,752	–	–	0.12%	154
2020 Q4	$193K	Sell	2,752 -290	-10%	-$16.5K	0.14%	149
2020 Q3	$134K	Hold	3,042	–	–	0.11%	171
2020 Q2	$117K	Buy	3,042 +542	+22%	+$13.8K	0.09%	185
2020 Q1	$50K	Hold	2,500	–	–	0.05%	277
2019 Q4	$62K	Buy	+2,500	New	+$56.4K	0.05%	287

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

Ranch Capital Advisors's QCLN Position: Q4 2021 in Review

Ranch Capital Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021, closing a stake of 2,752 shares — an estimated $172K sold.

Ranch Capital Advisors first reported a position in QCLN in Q4 2019 and held it in 8 quarters. The position peaked at $193K in Q4 2020. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

Ranch Capital Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 2,752 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $172K.
Ranch Capital Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $193K in Q4 2020.
340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.