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

Spectrum Management Group’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	$68K	Hold	1,195	–	–	0.01%	134
2022 Q2	$62K	Hold	1,195	–	–	0.01%	138
2022 Q1	$77K	Hold	1,195	–	–	0.01%	148
2021 Q4	$81K	Hold	1,195	–	–	0.01%	147
2021 Q3	$75K	Hold	1,195	–	–	0.01%	163
2021 Q2	$83K	Hold	1,195	–	–	0.01%	139
2021 Q1	$82K	Hold	1,195	–	–	0.02%	138
2020 Q4	$84K	Buy	+1,195	New	+$68.1K	0.02%	130

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

Spectrum Management Group's QCLN Position: Q3 2022 in Review

Spectrum Management Group held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q3 2022 at 1,195 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #134.

Spectrum Management Group first reported a position in QCLN in Q4 2020 and has held it in 8 quarters since. The position peaked at $84K in Q4 2020. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

Spectrum Management Group held 1,195 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $68K as of Q3 2022.
Spectrum Management Group left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q3 2022.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Spectrum Management Group's portfolio in Q3 2022, its #134 holding.
Spectrum Management Group 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.
Spectrum Management Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $84K in Q4 2020.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.