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

Stratos Wealth Partners’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
-7,231
Closed -$305K – 1443
2023
Q4 		$305K Sell
7,231
-447
-6% -$17K 0.01% 1072
2023
Q3 		$327K Sell
7,678
-205
-3% -$10K 0.01% 974
2023
Q2 		$403K Buy
7,883
+132
+2% +$6.37K 0.01% 851
2023
Q1 		$405K Sell
7,751
-1,137
-13% -$59.5K 0.01% 764
2022
Q4 		$419K Sell
8,888
-7,412
-45% -$406K 0.01% 783
2022
Q3 		$929K Sell
16,300
-336
-2% -$20.5K 0.03% 503
2022
Q2 		$868K Sell
16,636
-8,092
-33% -$443K 0.02% 552
2022
Q1 		$1.6M Sell
24,728
-2,129
-8% -$127K 0.04% 424
2021
Q4 		$1.83M Buy
26,857
+13,305
+98% +$959K 0.04% 376
2021
Q3 		$848K Sell
13,552
-4,014
-23% -$263K 0.02% 570
2021
Q2 		$1.22M Buy
17,566
+576
+3% +$36.6K 0.03% 484
2021
Q1 		$1.17M Buy
16,990
+5,884
+53% +$452K 0.03% 458
2020
Q4 		$780K Buy
+11,106
New +$633K 0.02% 526

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

Stratos Wealth Partners's QCLN Position: Q1 2024 in Review

Stratos Wealth Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 7,231 shares — an estimated $305K sold.

Stratos Wealth Partners first reported a position in QCLN in Q4 2020 and held it in 13 quarters. The position peaked at $1.83M in Q4 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

  • Stratos Wealth Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,231 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $305K.
  • Stratos Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 13 quarters.
  • Stratos Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.83M in Q4 2021.
  • 211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.