Synovus Financial’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Synovus Financial’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 Q4	–	Sell	-9,917	Closed	-$423K	–	868
2023 Q3	$423K	Buy	9,917 +348	+4%	+$17K	﹤0.01%	655
2023 Q2	$490K	Buy	9,569 +191	+2%	+$9.22K	0.01%	615
2023 Q1	$490K	Buy	9,378 +550	+6%	+$28.8K	0.01%	611
2022 Q4	$417K	Buy	8,828 +142	+2%	+$7.78K	﹤0.01%	654
2022 Q3	$500K	Buy	8,686 +1,267	+17%	+$77.3K	0.01%	580
2022 Q2	$384K	Buy	7,419 +1,170	+19%	+$64.1K	﹤0.01%	651
2022 Q1	$399K	Buy	+6,249	New	+$371K	﹤0.01%	683
2020 Q2	–	Sell	-883	Closed	-$18K	–	2005
2020 Q1	$18K	Buy	+883	New	+$22.4K	﹤0.01%	1405

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synovus Financial's QCLN Position: Q4 2023 in Review

Synovus Financial sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 9,917 shares — an estimated $423K sold.

Synovus Financial first reported a position in QCLN in Q1 2020 and held it in 8 quarters. The position peaked at $500K in Q3 2022. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Synovus Financial reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Synovus Financial sold 9,917 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $423K.
Synovus Financial first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2020 and held it in 8 quarters.
Synovus Financial's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $500K in Q3 2022.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Synovus Financial's 13F filing for Q4 2023, filed 14 Feb 2024.