Robertson Stephens Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Robertson Stephens Wealth Management’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
2023 Q3	–	Sell	-4,147	Closed	-$212K	–	469
2023 Q2	$212K	Sell	4,147 -6,395	-61%	-$309K	0.02%	403
2023 Q1	$551K	Sell	10,542 -692	-6%	-$36.2K	0.04%	277
2022 Q4	$530K	Buy	+11,234	New	+$616K	0.05%	256

Other funds holding QCLN

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Robertson Stephens Wealth Management's QCLN Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 4,147 shares — an estimated $212K sold.

Robertson Stephens Wealth Management first reported a position in QCLN in Q4 2022 and held it in 3 quarters. The position peaked at $551K in Q1 2023. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Robertson Stephens Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,147 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $212K.
Robertson Stephens Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 3 quarters.
Robertson Stephens Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $551K in Q1 2023.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.