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

Sugarloaf Wealth 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
2024
Q4 		$3.29K Buy
+97
New +$3.35K ﹤0.01% 599

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Sugarloaf Wealth Management's QCLN Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024: 97 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings.

174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

  • Sugarloaf Wealth Management held 97 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $3.29K as of Q4 2024.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Sugarloaf Wealth Management position in Q4 2024.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #599 holding.
  • 174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.