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

ShoreHaven Wealth Partners’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
Q2 		– Sell
-1,000
Closed -$69K – 210
2021
Q1 		$69K Hold
1,000
– – 0.04% 99
2020
Q4 		$70K Buy
+1,000
New +$57K 0.04% 95

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ShoreHaven Wealth Partners's QCLN Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 1,000 shares — an estimated $69K sold.

ShoreHaven Wealth Partners first reported a position in QCLN in Q4 2020 and held it in 2 quarters. The position peaked at $70K in Q4 2020. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,000 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $69K.
  • ShoreHaven Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $70K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.