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

TriaGen 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
2022 Q1	–	Sell	-18,448	Closed	-$1.25M	–	196
2021 Q4	$1.25M	Buy	18,448 +51	+0.3%	+$3.68K	0.62%	60
2021 Q3	$1.15M	Buy	18,397 +692	+4%	+$45.3K	0.63%	59
2021 Q2	$1.18M	Buy	17,705 +600	+4%	+$38.2K	0.61%	60
2021 Q1	$1.17M	Buy	17,105 +4,312	+34%	+$331K	0.67%	53
2020 Q4	$898K	Buy	+12,793	New	+$729K	0.53%	65

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TriaGen Wealth Management's QCLN Position: Q1 2022 in Review

TriaGen Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 18,448 shares — an estimated $1.25M sold.

TriaGen Wealth Management first reported a position in QCLN in Q4 2020 and held it in 5 quarters. The position peaked at $1.25M in Q4 2021. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

TriaGen Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 18,448 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $1.25M.
TriaGen Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.25M in Q4 2021.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.