Stonebridge Capital Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Stonebridge Capital Advisors’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 Q2	–	Sell	-100	Closed	-$5.22K	–	978
2023 Q1	$5.22K	Buy	100 +90	+900%	+$4.71K	﹤0.01%	710
2022 Q4	$472	Hold	10	–	–	﹤0.01%	907
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	938
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	886
2022 Q1	$1K	Sell	10 -100	-91%	-$5.94K	﹤0.01%	983
2021 Q4	$7K	Buy	110 +100	+1,000%	+$7.21K	﹤0.01%	699
2021 Q3	$1K	Buy	+10	New	+$655	﹤0.01%	912

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Stonebridge Capital Advisors's QCLN Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 100 shares — an estimated $5.22K sold.

Stonebridge Capital Advisors first reported a position in QCLN in Q3 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Stonebridge Capital Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 100 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $5.22K.
Stonebridge Capital Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 7 quarters.
Stonebridge Capital Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $7K in Q4 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.