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Scarborough Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Scarborough Advisors’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
-204
Closed -$6.94K – 363
2024
Q2 		$6.94K Buy
204
+1
+0.5% +$35 ﹤0.01% 230
2024
Q1 		$7.04K Sell
203
-50
-20% -$1.77K ﹤0.01% 225
2023
Q4 		$10.7K Buy
+253
New +$9.6K ﹤0.01% 371

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Scarborough Advisors's QCLN Position: Q3 2024 in Review

Scarborough Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 204 shares — an estimated $6.94K sold.

Scarborough Advisors first reported a position in QCLN in Q4 2023 and held it in 3 quarters. The position peaked at $10.7K in Q4 2023. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Scarborough Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 204 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $6.94K.
  • Scarborough Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $10.7K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.