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

Spire Wealth 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
2023 Q4	–	Sell	-73	Closed	-$3.11K	–	2451
2023 Q3	$3.11K	Sell	73 -1,484	-95%	-$72.5K	﹤0.01%	2044
2023 Q2	$79.7K	Sell	1,557 -844	-35%	-$40.7K	﹤0.01%	1040
2023 Q1	$125K	Buy	2,401 +1,581	+193%	+$82.8K	﹤0.01%	893
2022 Q4	$39K	Buy	820 +218	+36%	+$11.9K	﹤0.01%	1081
2022 Q3	$34K	Sell	602 -1,645	-73%	-$100K	﹤0.01%	1098
2022 Q2	$117K	Sell	2,247 -5,490	-71%	-$301K	﹤0.01%	982
2022 Q1	$500K	Sell	7,737 -4,124	-35%	-$245K	0.01%	576
2021 Q4	$806K	Sell	11,861 -621	-5%	-$44.8K	0.02%	542
2021 Q3	$781K	Sell	12,482 -3,222	-21%	-$211K	0.02%	470
2021 Q2	$1.09M	Sell	15,704 -4,660	-23%	-$296K	0.03%	406
2021 Q1	$1.4M	Buy	+20,364	New	+$1.56M	0.04%	362

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Spire Wealth Management's QCLN Position: Q4 2023 in Review

Spire Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 73 shares — an estimated $3.11K sold.

Spire Wealth Management first reported a position in QCLN in Q1 2021 and held it in 11 quarters. The position peaked at $1.4M in Q1 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Spire Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 73 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $3.11K.
Spire Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.4M in Q1 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.