Sandy Spring Bank’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Sandy Spring Bank’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 Q3	–	Sell	-175	Closed	-$5.95K	–	1287
2024 Q2	$5.95K	Hold	175	–	–	﹤0.01%	965
2024 Q1	$6.07K	Hold	175	–	–	﹤0.01%	940
2023 Q4	$7.38K	Hold	175	–	–	﹤0.01%	867
2023 Q3	$7.46K	Hold	175	–	–	﹤0.01%	869
2023 Q2	$8.95K	Hold	175	–	–	﹤0.01%	861
2023 Q1	$9.14K	Hold	175	–	–	﹤0.01%	841
2022 Q4	$8.26K	Hold	175	–	–	﹤0.01%	850
2022 Q3	$10K	Hold	175	–	–	﹤0.01%	807
2022 Q2	$9K	Hold	175	–	–	﹤0.01%	856
2022 Q1	$11K	Buy	+175	New	+$10.4K	﹤0.01%	842

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WANY

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

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

Sandy Spring Bank's QCLN Position: Q3 2024 in Review

Sandy Spring Bank sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 175 shares — an estimated $5.95K sold.

Sandy Spring Bank first reported a position in QCLN in Q1 2022 and held it in 10 quarters. The position peaked at $11K in Q1 2022. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

Sandy Spring Bank reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
Sandy Spring Bank sold 175 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $5.95K.
Sandy Spring Bank first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 10 quarters.
Sandy Spring Bank's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $11K in Q1 2022.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.