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

SeaCrest Wealth 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
2022 Q3	–	Sell	-1,801	Closed	-$94K	–	1287
2022 Q2	$94K	Buy	+1,801	New	+$98.7K	0.01%	888
2022 Q1	–	Sell	-3,024	Closed	-$206K	–	756
2021 Q4	$206K	Buy	+3,024	New	+$218K	0.02%	642
2021 Q2	–	Sell	-3,405	Closed	-$234K	–	712
2021 Q1	$234K	Buy	+3,405	New	+$261K	0.03%	547
2019 Q2	–	Sell	-54	Closed	-$1K	–	1532
2019 Q1	$1K	Hold	54	–	–	﹤0.01%	2060
2018 Q4	$1K	Hold	54	–	–	﹤0.01%	2050
2018 Q3	$1K	Hold	54	–	–	﹤0.01%	2179
2018 Q2	$1K	Hold	54	–	–	﹤0.01%	2123
2018 Q1	$1K	Hold	54	–	–	﹤0.01%	2116
2017 Q4	$1K	Buy	+54	New	+$1.09K	﹤0.01%	2127

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SeaCrest Wealth Management's QCLN Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2022, closing a stake of 1,801 shares — an estimated $94K sold.

SeaCrest Wealth Management first reported a position in QCLN in Q4 2017 and held it in 9 quarters. The position peaked at $234K in Q1 2021. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,801 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $94K.
SeaCrest Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2017 and held it in 9 quarters.
SeaCrest Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $234K in Q1 2021.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.