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

Stratos Wealth 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
2022 Q3	–	Sell	-9,429	Closed	-$492K	–	525
2022 Q2	$492K	Sell	9,429 -113	-1%	-$6.19K	0.04%	367
2022 Q1	$617K	Sell	9,542 -6,372	-40%	-$379K	0.05%	346
2021 Q4	$1.08M	Sell	15,914 -7,435	-32%	-$536K	0.08%	271
2021 Q3	$1.46M	Sell	23,349 -738	-3%	-$48.3K	0.12%	206
2021 Q2	$1.67M	Sell	24,087 -1,111	-4%	-$70.7K	0.15%	180
2021 Q1	$1.73M	Buy	+25,198	New	+$1.93M	0.18%	153

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

Stratos Wealth Advisors's QCLN Position: Q3 2022 in Review

Stratos Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2022, closing a stake of 9,429 shares — an estimated $492K sold.

Stratos Wealth Advisors first reported a position in QCLN in Q1 2021 and held it in 6 quarters. The position peaked at $1.73M in Q1 2021. 308 funds tracked by Wall St. Rank hold QCLN as of Q3 2022.

Stratos Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 9,429 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2022, an estimated $492K.
Stratos Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 6 quarters.
Stratos Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.73M in Q1 2021.
308 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2022.

Based on Stratos Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.