Stonebridge Financial Planning Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Stonebridge Financial Planning 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
2023 Q3	–	Sell	-7,715	Closed	-$395K	–	142
2023 Q2	$395K	Sell	7,715 -13,003	-63%	-$627K	0.24%	95
2023 Q1	$1.08M	Sell	20,718 -5,293	-20%	-$277K	0.7%	48
2022 Q4	$1.23M	Sell	26,011 -1,785	-6%	-$97.8K	0.82%	41
2022 Q3	$1.58M	Sell	27,796 -1,170	-4%	-$71.4K	1.11%	30
2022 Q2	$1.51M	Sell	28,966 -16,162	-36%	-$886K	1.03%	26
2022 Q1	$2.92M	Sell	45,128 -3,361	-7%	-$200K	1.63%	19
2021 Q4	$2.54M	Sell	48,489 -126	-0.3%	-$9.08K	1.33%	21
2021 Q3	$3.91M	Sell	48,615 -3,865	-7%	-$253K	1.91%	13
2021 Q2	$3.54M	Buy	52,480 +1,766	+3%	+$112K	1.88%	15
2021 Q1	$3.33M	Buy	50,714 +12,723	+33%	+$977K	1.95%	13
2020 Q4	$2.67M	Buy	37,991 +14,946	+65%	+$851K	1.69%	16
2020 Q3	$1.16M	Buy	23,045 +17,470	+313%	+$670K	0.83%	35
2020 Q2	$172K	Buy	5,575 +1,175	+27%	+$30K	0.15%	97
2020 Q1	$94K	Buy	+4,400	New	+$112K	0.09%	128

Other funds holding QCLN

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

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

Stonebridge Financial Planning Group's QCLN Position: Q3 2023 in Review

Stonebridge Financial Planning Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 7,715 shares — an estimated $395K sold.

Stonebridge Financial Planning Group first reported a position in QCLN in Q1 2020 and held it in 14 quarters. The position peaked at $3.91M in Q3 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Stonebridge Financial Planning Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Stonebridge Financial Planning Group sold 7,715 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $395K.
Stonebridge Financial Planning Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2020 and held it in 14 quarters.
Stonebridge Financial Planning Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.91M in Q3 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.