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

Reilly Financial 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 		$44K Buy
+645
New +$46.5K ﹤0.01% 426

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's QCLN Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021: 645 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

  • Reilly Financial Advisors held 645 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $44K as of Q4 2021.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Reilly Financial Advisors position in Q4 2021.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #426 holding.
  • 340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.