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Sowell Financial Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Sowell Financial Services’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
-3,326
Closed -$196K – 2180
2021
Q1 		$196K Buy
3,326
+2,040
+159% +$157K 0.01% 1065
2020
Q4 		$90K Buy
+1,286
New +$73.2K ﹤0.01% 1193

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

Sowell Financial Services's QCLN Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 3,326 shares — an estimated $196K sold.

Sowell Financial Services first reported a position in QCLN in Q4 2020 and held it in 2 quarters. The position peaked at $196K in Q1 2021. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

  • Sowell Financial Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,326 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $196K.
  • Sowell Financial Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $196K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.