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

Seaview Investment Managers’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	-5,552	Closed	-$290K	–	106
2022 Q2	$290K	Buy	5,552 +43	+0.8%	+$2.36K	0.13%	73
2022 Q1	$356K	Sell	5,509 -23,402	-81%	-$1.39M	0.12%	73
2021 Q4	$1.97M	Buy	28,911 +4,805	+20%	+$346K	0.69%	47
2021 Q3	$1.51M	Buy	24,106 +3,751	+18%	+$246K	0.72%	40
2021 Q2	$1.41M	Buy	20,355 +5,196	+34%	+$330K	0.72%	35
2021 Q1	$1.04M	Buy	+15,159	New	+$1.16M	0.76%	36

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

Seaview Investment Managers's QCLN Position: Q3 2022 in Review

Seaview Investment Managers sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2022, closing a stake of 5,552 shares — an estimated $290K sold.

Seaview Investment Managers first reported a position in QCLN in Q1 2021 and held it in 6 quarters. The position peaked at $1.97M in Q4 2021. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

Seaview Investment Managers reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2022 after selling out during the quarter.
Seaview Investment Managers sold 5,552 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $290K.
Seaview Investment Managers first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 6 quarters.
Seaview Investment Managers's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.97M in Q4 2021.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on Seaview Investment Managers's 13F filing for Q3 2022, filed 10 Nov 2022.