TAP Consulting’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

TAP Consulting’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 Q1	–	Sell	-31,155	Closed	-$1.31M	–	157
2023 Q4	$1.31M	Buy	31,155 +616	+2%	+$23.4K	0.31%	80
2023 Q3	$1.3M	Buy	30,539 +679	+2%	+$33.2K	0.34%	81
2023 Q2	$1.53M	Buy	29,860 +3,459	+13%	+$167K	0.37%	72
2023 Q1	$1.38M	Sell	26,401 -2,510	-9%	-$131K	0.34%	71
2022 Q4	$1.36M	Buy	28,911 +4,055	+16%	+$222K	0.36%	66
2022 Q3	$1.42M	Buy	+24,856	New	+$1.52M	0.38%	60
2022 Q1	–	Sell	-12	Closed	-$1K	–	440
2021 Q4	$1K	Buy	+12	New	+$865	﹤0.01%	542

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

WANY

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

TAP Consulting's QCLN Position: Q1 2024 in Review

TAP Consulting sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 31,155 shares — an estimated $1.31M sold.

TAP Consulting first reported a position in QCLN in Q4 2021 and held it in 7 quarters. The position peaked at $1.53M in Q2 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

TAP Consulting reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
TAP Consulting sold 31,155 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $1.31M.
TAP Consulting first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 7 quarters.
TAP Consulting's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.53M in Q2 2023.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on TAP Consulting's 13F filing for Q1 2024, filed 23 Apr 2024.