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

Tradition Wealth 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 Q1	–	Sell	-2,750	Closed	-$116K	–	991
2023 Q4	$116K	Buy	2,750 +2,550	+1,275%	+$96.8K	0.01%	429
2023 Q3	$9K	Hold	200	–	–	﹤0.01%	1042
2023 Q2	$10K	Hold	200	–	–	﹤0.01%	1041
2023 Q1	$10K	Hold	200	–	–	﹤0.01%	1007
2022 Q4	$9K	Hold	200	–	–	﹤0.01%	936
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	912
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	829
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	834
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	821
2021 Q3	$13K	Hold	200	–	–	﹤0.01%	847
2021 Q2	$14K	Buy	+200	New	+$12.7K	﹤0.01%	858

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

Tradition Wealth Management's QCLN Position: Q1 2024 in Review

Tradition Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 2,750 shares — an estimated $116K sold.

Tradition Wealth Management first reported a position in QCLN in Q2 2021 and held it in 11 quarters. The position peaked at $116K in Q4 2023. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Tradition Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,750 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $116K.
Tradition Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $116K in Q4 2023.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.