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Stevard LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Stevard LLC’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
2024
Q1 		– Sell
-5,831
Closed -$246K – 55
2023
Q4 		$246K Sell
5,831
-25
-0.4% -$949 0.24% 46
2023
Q3 		$250K Buy
5,856
+1,313
+29% +$64.1K 0.25% 41
2023
Q2 		$232K Buy
4,543
+117
+3% +$5.65K 0.22% 43
2023
Q1 		$231K Buy
+4,426
New +$232K 0.22% 45

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Stevard LLC's QCLN Position: Q1 2024 in Review

Stevard LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 5,831 shares — an estimated $246K sold.

Stevard LLC first reported a position in QCLN in Q1 2023 and held it in 4 quarters. The position peaked at $250K in Q3 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

  • Stevard LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
  • Stevard LLC sold 5,831 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $246K.
  • Stevard LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2023 and held it in 4 quarters.
  • Stevard LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $250K in Q3 2023.
  • 211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Stevard LLC's 13F filing for Q1 2024, filed 13 May 2024.