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Trinity Legacy Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Trinity Legacy Partners’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
-3,005
Closed -$204K – 118
2021
Q4 		$204K Buy
+3,005
New +$217K 0.07% 110

Other funds holding QCLN

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CIBC Private Wealth Group
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Trinity Legacy Partners's QCLN Position: Q1 2022 in Review

Trinity Legacy Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 3,005 shares — an estimated $204K sold.

Trinity Legacy Partners first reported a position in QCLN in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

  • Trinity Legacy Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
  • Trinity Legacy Partners sold 3,005 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $204K.
  • Trinity Legacy Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 1 quarter.
  • Trinity Legacy Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $204K 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 Trinity Legacy Partners's 13F filing for Q1 2022, filed 13 Apr 2022.