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

Rockbridge Investment 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
2024 Q1	–	Sell	-152	Closed	-$6.41K	–	501
2023 Q4	$6.41K	Buy	+152	New	+$5.77K	﹤0.01%	444
2022 Q3	–	Sell	-180	Closed	-$9.4K	–	477
2022 Q2	$9.4K	Hold	180	–	–	﹤0.01%	374
2022 Q1	$11.7K	Buy	+180	New	+$10.7K	﹤0.01%	493

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WANY

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

Rockbridge Investment Management's QCLN Position: Q1 2024 in Review

Rockbridge Investment Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 152 shares — an estimated $6.41K sold.

Rockbridge Investment Management first reported a position in QCLN in Q1 2022 and held it in 3 quarters. The position peaked at $11.7K in Q1 2022. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Rockbridge Investment Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 152 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $6.41K.
Rockbridge Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 3 quarters.
Rockbridge Investment Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $11.7K in Q1 2022.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.