Telemetry Investments’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Telemetry Investments’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
2022 Q4	–	Sell	-4,000	Closed	-$228K	–	171
2022 Q3	$228K	Sell	4,000 -2,000	-33%	-$122K	0.29%	84
2022 Q2	$313K	Buy	6,000 +1,500	+33%	+$82.2K	0.37%	83
2022 Q1	$291K	Buy	+4,500	New	+$267K	0.46%	76
2021 Q2	–	Sell	-4,000	Closed	-$274K	–	156
2021 Q1	$274K	Buy	+4,000	New	+$307K	0.31%	100

Other funds holding QCLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Telemetry Investments's QCLN Position: Q4 2022 in Review

Telemetry Investments sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 4,000 shares — an estimated $228K sold.

Telemetry Investments first reported a position in QCLN in Q1 2021 and held it in 4 quarters. The position peaked at $313K in Q2 2022. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Telemetry Investments reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Telemetry Investments sold 4,000 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $228K.
Telemetry Investments first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 4 quarters.
Telemetry Investments's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $313K in Q2 2022.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Telemetry Investments's 13F filing for Q4 2022, filed 14 Feb 2023.