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

Strategic Asset 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
2022 Q3	$19K	Sell	353 -175	-33%	-$10.7K	0.03%	257
2022 Q2	$28K	Buy	528 +20	+4%	+$1.1K	0.04%	223
2022 Q1	$33K	Hold	508	–	–	0.05%	213
2021 Q4	$35K	Hold	508	–	–	0.05%	202
2021 Q3	$32K	Buy	+508	New	+$33.3K	0.05%	200

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Strategic Asset Management's QCLN Position: Q3 2022 in Review

Strategic Asset Management reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 33% in Q3 2022, selling an estimated $10.7K and leaving 353 shares worth $19K. The position accounts for 0.03% of the portfolio, ranked #257.

Strategic Asset Management first reported a position in QCLN in Q3 2021 and has held it in 5 quarters since. The position peaked at $35K in Q4 2021. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

Strategic Asset Management held 353 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $19K as of Q3 2022.
Strategic Asset Management sold 175 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $10.7K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #257 holding.
Strategic Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $35K in Q4 2021.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.