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

Sonora Investment 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
2021 Q3	$31K	Buy	498 +60	+14%	+$3.93K	﹤0.01%	520
2021 Q2	$30K	Buy	438 +90	+26%	+$5.72K	﹤0.01%	491
2021 Q1	$24K	Hold	348	–	–	﹤0.01%	891
2020 Q4	$24K	Buy	+348	New	+$19.8K	﹤0.01%	849

Other funds holding QCLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Sonora Investment Management's QCLN Position: Q3 2021 in Review

Sonora Investment Management increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 14% in Q3 2021, buying an estimated $3.93K and bringing the position to 498 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Sonora Investment Management first reported a position in QCLN in Q4 2020 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold QCLN as of Q3 2021.

Sonora Investment Management held 498 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $31K as of Q3 2021.
Sonora Investment Management bought 60 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2021, an estimated $3.93K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #520 holding.
Sonora Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 4 quarters since.
283 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.