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

TCI Wealth Advisors’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	-1,231	Closed	-$64.3K	–	1738
2023 Q1	$64.3K	Hold	1,231	–	–	0.01%	373
2022 Q4	$58.1K	Hold	1,231	–	–	0.01%	363
2022 Q3	$70K	Hold	1,231	–	–	0.01%	305
2022 Q2	$64K	Hold	1,231	–	–	0.01%	317
2022 Q1	$80K	Hold	1,231	–	–	0.01%	304
2021 Q4	$84K	Hold	1,231	–	–	0.01%	298
2021 Q3	$77K	Hold	1,231	–	–	0.01%	333
2021 Q2	$85K	Hold	1,231	–	–	0.01%	309
2021 Q1	$84K	Buy	1,231 +896	+267%	+$68.8K	0.04%	268
2020 Q4	$24K	Buy	+335	New	+$19.1K	0.01%	462

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

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

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

TCI Wealth Advisors's QCLN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 1,231 shares — an estimated $64.3K sold.

TCI Wealth Advisors first reported a position in QCLN in Q4 2020 and held it in 10 quarters. The position peaked at $85K in Q2 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

TCI Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,231 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $64.3K.
TCI Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 10 quarters.
TCI Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $85K in Q2 2021.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.