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Segall Bryant & Hamill’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Segall Bryant & Hamill’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
2021
Q1 		– Sell
-5,000
Closed -$351K – 827
2020
Q4 		$351K Hold
5,000
– – ﹤0.01% 632
2020
Q3 		$222K Buy
+5,000
New +$192K ﹤0.01% 662

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Segall Bryant & Hamill's QCLN Position: Q1 2021 in Review

Segall Bryant & Hamill sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2021, closing a stake of 5,000 shares — an estimated $351K sold.

Segall Bryant & Hamill first reported a position in QCLN in Q3 2020 and held it in 2 quarters. The position peaked at $351K in Q4 2020. 280 funds tracked by Wall St. Rank hold QCLN as of Q1 2021.

  • Segall Bryant & Hamill reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2021 after selling out during the quarter.
  • Segall Bryant & Hamill sold 5,000 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2021, an estimated $351K.
  • Segall Bryant & Hamill first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 2 quarters.
  • Segall Bryant & Hamill's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $351K in Q4 2020.
  • 280 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2021.

Based on Segall Bryant & Hamill's 13F filing for Q1 2021, filed 13 May 2021.