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Raymond James Financial Services Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$4M Sell
111,492
-39,045
-26% -$1.37M 0.01% 1352
2024
Q2 		$5.12M Buy
150,537
+9,357
+7% +$324K 0.01% 1153
2024
Q1 		$4.9M Sell
141,180
-8,403
-6% -$298K 0.01% 1150
2023
Q4 		$6.31M Sell
149,583
-20,746
-12% -$787K 0.01% 963
2023
Q3 		$7.26M Sell
170,329
-68,060
-29% -$3.32M 0.01% 856
2023
Q2 		$12.2M Buy
238,389
+13,408
+6% +$647K 0.02% 638
2023
Q1 		$11.8M Sell
224,981
-20,817
-8% -$1.09M 0.02% 634
2022
Q4 		$11.6M Sell
245,798
-16,553
-6% -$907K 0.02% 592
2022
Q3 		$14.9M Sell
262,351
-25,097
-9% -$1.53M 0.03% 473
2022
Q2 		$15M Sell
287,448
-62,401
-18% -$3.42M 0.03% 493
2022
Q1 		$22.6M Sell
349,849
-82,355
-19% -$4.89M 0.04% 408
2021
Q4 		$29.4M Sell
432,204
-21,526
-5% -$1.55M 0.05% 334
2021
Q3 		$28.4M Sell
453,730
-1,081
-0.2% -$70.8K 0.06% 327
2021
Q2 		$31.5M Buy
454,811
+47,389
+12% +$3.01M 0.06% 300
2021
Q1 		$27.9M Buy
407,422
+137,450
+51% +$10.6M 0.06% 313
2020
Q4 		$19M Buy
269,972
+147,987
+121% +$8.43M 0.05% 367
2020
Q3 		$5.41M Buy
121,985
+81,963
+205% +$3.14M 0.02% 726
2020
Q2 		$1.19M Buy
40,022
+9,538
+31% +$243K ﹤0.01% 1379
2020
Q1 		$611K Buy
30,484
+1,706
+6% +$43.4K ﹤0.01% 1437
2019
Q4 		$716K Buy
28,778
+3,642
+14% +$82.2K ﹤0.01% 1743
2019
Q3 		$538K Sell
25,136
-761
-3% -$16.5K ﹤0.01% 1857
2019
Q2 		$547K Buy
25,897
+3,847
+17% +$78.9K ﹤0.01% 1866
2019
Q1 		$443K Buy
22,050
+2,282
+12% +$45K ﹤0.01% 1968
2018
Q4 		$348K Buy
19,768
+307
+2% +$5.72K ﹤0.01% 1904
2018
Q3 		$383K Buy
19,461
+7,255
+59% +$146K ﹤0.01% 2117
2018
Q2 		$238K Buy
+12,206
New +$243K ﹤0.01% 2380
2013
Q3 		– Sell
-38,156
Closed -$539K – 844
2013
Q2 		$539K Buy
+38,156
New +$489K 0.02% 835

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial Services Advisors's QCLN Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 26% in Q3 2024, selling an estimated $1.37M and leaving 111,492 shares worth $4M. The position accounts for 0.01% of the portfolio, ranked #1352.

Raymond James Financial Services Advisors first reported a position in QCLN in Q2 2013 and has held it in 27 quarters since. The position peaked at $31.5M in Q2 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Raymond James Financial Services Advisors held 111,492 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $4M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 39,045 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $1.37M.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1352 holding.
  • Raymond James Financial Services Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and has held it in 27 quarters since.
  • Raymond James Financial Services Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $31.5M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.