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

Realta Investment 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 		– Sell
-878
Closed -$29.9K – 672
2024
Q2 		$29.9K Sell
878
-342
-28% -$11.9K 0.01% 583
2024
Q1 		$42.3K Buy
+1,220
New +$43.3K 0.01% 574
2023
Q4 		– Sell
-1,840
Closed -$94.1K – 707
2023
Q3 		$94.1K Sell
1,840
-960
-34% -$46.9K 0.02% 465
2023
Q2 		$143K Sell
2,800
-1,498
-35% -$72.3K 0.03% 443
2023
Q1 		$224K Sell
4,298
-116
-3% -$6.08K 0.05% 362
2022
Q4 		$208K Sell
4,414
-199
-4% -$10.9K 0.05% 379
2022
Q3 		$263K Sell
4,613
-299
-6% -$18.3K 0.07% 306
2022
Q2 		$255K Sell
4,912
-1,785
-27% -$97.8K 0.06% 300
2022
Q1 		$433K Buy
6,697
+175
+3% +$10.4K 0.09% 237
2021
Q4 		$443K Hold
6,522
– – 0.1% 239
2021
Q3 		$408K Sell
6,522
-200
-3% -$13.1K 0.1% 239
2021
Q2 		$465K Sell
6,722
-360
-5% -$22.9K 0.11% 214
2021
Q1 		$486K Buy
7,082
+905
+15% +$69.5K 0.13% 203
2020
Q4 		$434K Buy
+6,177
New +$352K 0.12% 188
2019
Q3 		– Sell
-88
Closed -$2K – 1756
2019
Q2 		$2K Buy
+88
New +$1.8K ﹤0.01% 1576

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

Realta Investment Advisors's QCLN Position: Q3 2024 in Review

Realta Investment Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 878 shares — an estimated $29.9K sold.

Realta Investment Advisors first reported a position in QCLN in Q2 2019 and held it in 15 quarters. The position peaked at $486K in Q1 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Realta Investment Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 878 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $29.9K.
  • Realta Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2019 and held it in 15 quarters.
  • Realta Investment Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $486K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.