South Shore Capital Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

South Shore Capital 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
2022 Q3	$383K	Buy	6,715 +65	+1%	+$3.97K	0.89%	40
2022 Q2	$347K	Sell	6,650 -144	-2%	-$7.89K	0.73%	44
2022 Q1	$439K	Buy	6,794 +67	+1%	+$3.98K	0.72%	47
2021 Q4	$457K	Sell	6,727 -56	-0.8%	-$4.04K	0.75%	47
2021 Q3	$425K	Buy	6,783 +48	+0.7%	+$3.14K	0.77%	48
2021 Q2	$466K	Buy	6,735 +457	+7%	+$29.1K	0.83%	43
2021 Q1	$431K	Sell	6,278 -121	-2%	-$9.29K	0.43%	63
2020 Q4	$449K	Buy	+6,399	New	+$364K	0.44%	57

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

South Shore Capital Advisors's QCLN Position: Q3 2022 in Review

South Shore Capital Advisors increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 0.98% in Q3 2022, buying an estimated $3.97K and bringing the position to 6,715 shares worth $383K. The position accounts for 0.89% of the portfolio, ranked #40.

South Shore Capital Advisors first reported a position in QCLN in Q4 2020 and has held it in 8 quarters since. The position peaked at $466K in Q2 2021. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

South Shore Capital Advisors held 6,715 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $383K as of Q3 2022.
South Shore Capital Advisors bought 65 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $3.97K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.89% of South Shore Capital Advisors's portfolio in Q3 2022, its #40 holding.
South Shore Capital Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $466K in Q2 2021.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.