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

Tandem Capital 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 Q3	–	Sell	-5,935	Closed	-$211K	–	117
2024 Q2	$211K	Sell	5,935 -110	-2%	-$3.81K	0.12%	109
2024 Q1	$210K	Sell	6,045 -310	-5%	-$11K	0.12%	106
2023 Q4	$268K	Buy	6,355 +70	+1%	+$2.66K	0.17%	102
2023 Q3	$268K	Sell	6,285 -75	-1%	-$3.66K	0.18%	96
2023 Q2	$325K	Buy	6,360 +415	+7%	+$20K	0.21%	89
2023 Q1	$311K	Buy	5,945 +740	+14%	+$38.8K	0.22%	81
2022 Q4	$246K	Buy	5,205 +610	+13%	+$33.4K	0.19%	86
2022 Q3	$245K	Buy	4,595 +255	+6%	+$15.6K	0.21%	82
2022 Q2	$227K	Hold	4,340	–	–	0.18%	86
2022 Q1	$235K	Sell	4,340 -140	-3%	-$8.32K	0.16%	87
2021 Q4	$305K	Buy	4,480 +30	+0.7%	+$2.16K	0.18%	80
2021 Q3	$279K	Buy	4,450 +165	+4%	+$10.8K	0.18%	77
2021 Q2	$297K	Buy	+4,285	New	+$273K	0.19%	77

Other funds holding QCLN

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Tandem Capital Management's QCLN Position: Q3 2024 in Review

Tandem Capital Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 5,935 shares — an estimated $211K sold.

Tandem Capital Management first reported a position in QCLN in Q2 2021 and held it in 13 quarters. The position peaked at $325K in Q2 2023. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

Tandem Capital Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
Tandem Capital Management sold 5,935 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $211K.
Tandem Capital Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 13 quarters.
Tandem Capital Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $325K in Q2 2023.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Tandem Capital Management's 13F filing for Q3 2024, filed 23 Oct 2024.