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

Secure Asset 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
2024 Q2	–	Sell	-6,573	Closed	-$228K	–	301
2024 Q1	$228K	Sell	6,573 -3,492	-35%	-$124K	0.05%	215
2023 Q4	$424K	Sell	10,065 -920	-8%	-$34.9K	0.11%	139
2023 Q3	$468K	Sell	10,985 -710	-6%	-$34.7K	0.14%	123
2023 Q2	$598K	Sell	11,695 -67	-0.6%	-$3.23K	0.18%	104
2023 Q1	$614K	Sell	11,762 -1,918	-14%	-$100K	0.2%	104
2022 Q4	$646K	Sell	13,680 -4,194	-23%	-$230K	0.23%	103
2022 Q3	$1.02M	Sell	17,874 -2,494	-12%	-$152K	0.57%	30
2022 Q2	$1.06M	Sell	20,368 -110	-0.5%	-$6.03K	0.59%	30
2022 Q1	$1.32M	Sell	20,478 -5,036	-20%	-$299K	0.6%	27
2021 Q4	$1.73M	Buy	+25,514	New	+$1.84M	0.7%	21
2021 Q2	–	Sell	-91,535	Closed	-$6.28M	–	203
2021 Q1	$6.28M	Buy	91,535 +50,262	+122%	+$3.86M	3.49%	4
2020 Q4	$2.9M	Buy	+41,273	New	+$2.35M	1.71%	12

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WANY

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

Secure Asset Management's QCLN Position: Q2 2024 in Review

Secure Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 6,573 shares — an estimated $228K sold.

Secure Asset Management first reported a position in QCLN in Q4 2020 and held it in 12 quarters. The position peaked at $6.28M in Q1 2021. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

Secure Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
Secure Asset Management sold 6,573 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $228K.
Secure Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 12 quarters.
Secure Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6.28M in Q1 2021.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.