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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,200
Closed -$219K 1107
2023
Q4
$219K Sell
5,200
-61
-1% -$2.57K ﹤0.01% 971
2023
Q3
$224K Buy
5,261
+23
+0.4% +$980 ﹤0.01% 780
2023
Q2
$268K Hold
5,238
﹤0.01% 788
2023
Q1
$274K Sell
5,238
-259
-5% -$13.5K ﹤0.01% 842
2022
Q4
$259K Buy
5,497
+239
+5% +$11.3K ﹤0.01% 923
2022
Q3
$300K Sell
5,258
-800
-13% -$45.6K ﹤0.01% 910
2022
Q2
$316K Buy
6,058
+720
+13% +$37.6K ﹤0.01% 925
2022
Q1
$345K Buy
5,338
+15
+0.3% +$969 ﹤0.01% 948
2021
Q4
$362K Sell
5,323
-102
-2% -$6.94K ﹤0.01% 962
2021
Q3
$340K Sell
5,425
-100
-2% -$6.27K ﹤0.01% 959
2021
Q2
$382K Buy
5,525
+90
+2% +$6.22K ﹤0.01% 951
2021
Q1
$373K Buy
5,435
+545
+11% +$37.4K ﹤0.01% 934
2020
Q4
$343K Buy
4,890
+100
+2% +$7.01K ﹤0.01% 947
2020
Q3
$212K Buy
+4,790
New +$212K ﹤0.01% 1057