Stephens Inc’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Stephens Inc’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 Q2	–	Sell	-3,925	Closed	-$254K	–	1320
2022 Q1	$254K	Sell	3,925 -411	-9%	-$24.4K	﹤0.01%	1079
2021 Q4	$295K	Sell	4,336 -297	-6%	-$21.4K	﹤0.01%	1047
2021 Q3	$290K	Hold	4,633	–	–	﹤0.01%	1061
2021 Q2	$321K	Buy	4,633 +211	+5%	+$13.4K	﹤0.01%	1011
2021 Q1	$303K	Buy	4,422 +297	+7%	+$22.8K	0.01%	999
2020 Q4	$290K	Buy	+4,125	New	+$235K	0.01%	931

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

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

Stephens Inc's QCLN Position: Q2 2022 in Review

Stephens Inc sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2022, closing a stake of 3,925 shares — an estimated $254K sold.

Stephens Inc first reported a position in QCLN in Q4 2020 and held it in 6 quarters. The position peaked at $321K in Q2 2021. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

Stephens Inc reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2022 after selling out during the quarter.
Stephens Inc sold 3,925 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $254K.
Stephens Inc first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 6 quarters.
Stephens Inc's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $321K in Q2 2021.
291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.