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

Ten Capital 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	-580	Closed	-$30.3K	–	435
2023 Q1	$30.3K	Hold	580	–	–	0.01%	273
2022 Q4	$27.4K	Hold	580	–	–	0.01%	235
2022 Q3	$33K	Hold	580	–	–	0.02%	187
2022 Q2	$30K	Hold	580	–	–	0.01%	171
2022 Q1	$37K	Hold	580	–	–	0.02%	162
2021 Q4	$39K	Hold	580	–	–	0.02%	153
2021 Q3	$36K	Hold	580	–	–	0.02%	154
2021 Q2	$40K	Hold	580	–	–	0.01%	196
2021 Q1	$39K	Buy	580 +66	+13%	+$5.07K	0.01%	185
2020 Q4	$36K	Buy	+514	New	+$29.3K	0.01%	185

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

Ten Capital Wealth Advisors's QCLN Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 580 shares — an estimated $30.3K sold.

Ten Capital Wealth Advisors first reported a position in QCLN in Q4 2020 and held it in 10 quarters. The position peaked at $40K in Q2 2021. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Ten Capital 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.
Ten Capital Wealth Advisors sold 580 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $30.3K.
Ten Capital 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.
Ten Capital Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $40K 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 Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.