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

Tyler-Stone 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 Q3	–	Sell	-340	Closed	-$11.6K	–	790
2024 Q2	$11.6K	Sell	340 -180	-35%	-$6.24K	﹤0.01%	635
2024 Q1	$18K	Sell	520 -620	-54%	-$22K	0.01%	541
2023 Q4	$48.1K	Sell	1,140 -776	-41%	-$29.5K	0.02%	361
2023 Q3	$82K	Buy	1,916 +370	+24%	+$18.1K	0.05%	273
2023 Q2	$79K	Buy	+1,546	New	+$74.6K	0.04%	279
2022 Q4	$48K	Buy	1,016 +1	+0.1%	+$55	0.03%	328
2022 Q3	$58K	Hold	1,015	–	–	0.04%	279
2022 Q2	$53K	Sell	1,015 -175	-15%	-$9.59K	0.04%	311
2022 Q1	$77K	Buy	1,190 +240	+25%	+$14.3K	0.04%	288
2021 Q4	$65K	Buy	+950	New	+$68.5K	0.03%	325

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Tyler-Stone Wealth Management's QCLN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 340 shares — an estimated $11.6K sold.

Tyler-Stone Wealth Management first reported a position in QCLN in Q4 2021 and held it in 10 quarters. The position peaked at $82K in Q3 2023. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 340 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $11.6K.
Tyler-Stone Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $82K in Q3 2023.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.