SWG
QCLN icon

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

Summit Wealth 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
Q2 		– Sell
-18,489
Closed – – 214
2023
Q1 		$0 Buy
+18,489
New +$968K ﹤0.01% 239

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Summit Wealth Group's QCLN Position: Q2 2023 in Review

Summit Wealth Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 18,489 shares.

Summit Wealth Group first reported a position in QCLN in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

  • Summit Wealth Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 18,489 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023.
  • Summit Wealth Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $0 in Q1 2023.
  • 270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.