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QCLN icon

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

Summit X LLC’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
2021
Q2 		– Sell
-5,474
Closed -$375K – 272
2021
Q1 		$375K Buy
+5,474
New +$420K 0.1% 198

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit X LLC's QCLN Position: Q2 2021 in Review

Summit X LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 5,474 shares — an estimated $375K sold.

Summit X LLC first reported a position in QCLN in Q1 2021 and held it in 1 quarter. The position peaked at $375K in Q1 2021. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

  • Summit X LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
  • Summit X LLC sold 5,474 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $375K.
  • Summit X LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 1 quarter.
  • Summit X LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $375K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on Summit X LLC's 13F filing for Q2 2021, filed 16 Jul 2021.