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

Salem Investment Counselors’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
2022 Q4	–	Sell	-600	Closed	-$34K	–	1133
2022 Q3	$34K	Hold	600	–	–	﹤0.01%	542
2022 Q2	$31K	Hold	600	–	–	﹤0.01%	591
2022 Q1	$39K	Hold	600	–	–	﹤0.01%	549
2021 Q4	$41K	Hold	600	–	–	﹤0.01%	590
2021 Q3	$38K	Buy	600 +200	+50%	+$13.1K	﹤0.01%	538
2021 Q2	$28K	Hold	400	–	–	﹤0.01%	569
2021 Q1	$27K	Buy	+400	New	+$30.7K	﹤0.01%	551

Other funds holding QCLN

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

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

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

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

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

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

RJFSA

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Salem Investment Counselors's QCLN Position: Q4 2022 in Review

Salem Investment Counselors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 600 shares — an estimated $34K sold.

Salem Investment Counselors first reported a position in QCLN in Q1 2021 and held it in 7 quarters. The position peaked at $41K in Q4 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Salem Investment Counselors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Salem Investment Counselors sold 600 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $34K.
Salem Investment Counselors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 7 quarters.
Salem Investment Counselors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $41K in Q4 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.