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

Royal Fund 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
2019 Q2	–	Sell	-316	Closed	-$6K	–	632
2019 Q1	$6K	Hold	316	–	–	﹤0.01%	407
2018 Q4	$5K	Hold	316	–	–	﹤0.01%	412
2018 Q3	$6K	Hold	316	–	–	﹤0.01%	369
2018 Q2	$6K	Sell	316 -295	-48%	-$5.86K	﹤0.01%	399
2018 Q1	$11K	Buy	611 +295	+93%	+$6K	﹤0.01%	337
2017 Q4	$6K	Hold	316	–	–	﹤0.01%	458
2017 Q3	$6K	Hold	316	–	–	﹤0.01%	343
2017 Q2	$5K	Hold	316	–	–	﹤0.01%	320
2017 Q1	$5K	Hold	316	–	–	﹤0.01%	314
2016 Q4	$4K	Buy	+316	New	+$4.75K	﹤0.01%	319

Other funds holding QCLN

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Fund Management's QCLN Position: Q2 2019 in Review

Royal Fund Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2019, closing a stake of 316 shares — an estimated $6K sold.

Royal Fund Management first reported a position in QCLN in Q4 2016 and held it in 10 quarters. The position peaked at $11K in Q1 2018. 49 funds tracked by Wall St. Rank hold QCLN as of Q2 2019.

Royal Fund Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2019 after selling out during the quarter.
Royal Fund Management sold 316 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2019, an estimated $6K.
Royal Fund Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2016 and held it in 10 quarters.
Royal Fund Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $11K in Q1 2018.
49 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.