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

SOA Wealth Advisors’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 Q4	–	Sell	-193	Closed	-$6.95K	–	896
2024 Q3	$6.95K	Hold	193	–	–	﹤0.01%	575
2024 Q2	$6.57K	Sell	193 -59	-23%	-$2.04K	﹤0.01%	579
2024 Q1	$8.74K	Buy	252 +25	+11%	+$887	﹤0.01%	556
2023 Q4	$9.56K	Buy	227 +19	+9%	+$721	﹤0.01%	532
2023 Q3	$8.85K	Buy	208 +7	+3%	+$342	﹤0.01%	545
2023 Q2	$10.3K	Buy	201 +10	+5%	+$483	﹤0.01%	528
2023 Q1	$9.96K	Buy	191 +1	+0.5%	+$52	﹤0.01%	523
2022 Q4	$8.99K	Hold	190	–	–	﹤0.01%	535
2022 Q3	$10K	Hold	190	–	–	﹤0.01%	512
2022 Q2	$9K	Hold	190	–	–	﹤0.01%	514
2022 Q1	$12K	Hold	190	–	–	﹤0.01%	562
2021 Q4	$12K	Hold	190	–	–	﹤0.01%	540
2021 Q3	$11K	Sell	190 -490	-72%	-$32.1K	﹤0.01%	573
2021 Q2	$47K	Sell	680 -41	-6%	-$2.61K	0.01%	314
2021 Q1	$49K	Sell	721 -204	-22%	-$15.7K	0.01%	274
2020 Q4	$79K	Buy	+925	New	+$52.7K	0.02%	216

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

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

SOA Wealth Advisors's QCLN Position: Q4 2024 in Review

SOA Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 193 shares — an estimated $6.95K sold.

SOA Wealth Advisors first reported a position in QCLN in Q4 2020 and held it in 16 quarters. The position peaked at $79K in Q4 2020. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

SOA Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 193 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $6.95K.
SOA Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $79K in Q4 2020.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.