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RMR Wealth Builders’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1,507
Closed -$103K – 567
2021
Q1 		$103K Buy
+1,507
New +$116K 0.03% 266

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RMR Wealth Builders's QCLN Position: Q2 2021 in Review

RMR Wealth Builders sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 1,507 shares — an estimated $103K sold.

RMR Wealth Builders first reported a position in QCLN in Q1 2021 and held it in 1 quarter. The position peaked at $103K in Q1 2021. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

  • RMR Wealth Builders reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,507 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $103K.
  • RMR Wealth Builders first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $103K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.