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Sigma Planning Corp’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-13,864
Closed -$472K – 1267
2024
Q2 		$472K Sell
13,864
-1,239
-8% -$42.9K 0.01% 748
2024
Q1 		$524K Buy
15,103
+5,970
+65% +$212K 0.02% 738
2023
Q4 		$385K Sell
9,133
-16,250
-64% -$617K 0.03% 549
2023
Q3 		$1.08M Sell
25,383
-1,404
-5% -$68.6K 0.04% 433
2023
Q2 		$1.37M Sell
26,787
-974
-4% -$47K 0.05% 369
2023
Q1 		$1.45M Sell
27,761
-1,396
-5% -$73.1K 0.05% 382
2022
Q4 		$1.38M Sell
29,157
-1,434
-5% -$78.6K 0.05% 382
2022
Q3 		$1.74M Buy
30,591
+32
+0.1% +$1.95K 0.07% 287
2022
Q2 		$1.59M Sell
30,559
-1,759
-5% -$96.4K 0.06% 320
2022
Q1 		$2.09M Sell
32,318
-8,228
-20% -$489K 0.06% 299
2021
Q4 		$2.76M Buy
40,546
+1,195
+3% +$86.1K 0.08% 262
2021
Q3 		$2.46M Buy
39,351
+2,329
+6% +$153K 0.07% 279
2021
Q2 		$2.56M Sell
37,022
-19,154
-34% -$1.22M 0.08% 276
2021
Q1 		$3.85M Buy
56,176
+22,487
+67% +$1.73M 0.12% 198
2020
Q4 		$2.37M Buy
33,689
+28,606
+563% +$1.63M 0.08% 253
2020
Q3 		$225K Buy
+5,083
New +$195K 0.01% 911

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sigma Planning Corp's QCLN Position: Q3 2024 in Review

Sigma Planning Corp sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 13,864 shares — an estimated $472K sold.

Sigma Planning Corp first reported a position in QCLN in Q3 2020 and held it in 16 quarters. The position peaked at $3.85M in Q1 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Sigma Planning Corp reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 13,864 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $472K.
  • Sigma Planning Corp first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 16 quarters.
  • Sigma Planning Corp's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.85M in Q1 2021.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.