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

United Capital Financial Advisors’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
-5,200
Closed -$219K – 1115
2023
Q4 		$219K Sell
5,200
-61
-1% -$2.31K ﹤0.01% 975
2023
Q3 		$224K Buy
5,261
+23
+0.4% +$1.12K ﹤0.01% 780
2023
Q2 		$268K Hold
5,238
– – ﹤0.01% 789
2023
Q1 		$274K Sell
5,238
-259
-5% -$13.6K ﹤0.01% 846
2022
Q4 		$259K Buy
5,497
+239
+5% +$13.1K ﹤0.01% 923
2022
Q3 		$300K Sell
5,258
-800
-13% -$48.8K ﹤0.01% 910
2022
Q2 		$316K Buy
6,058
+720
+13% +$39.5K ﹤0.01% 925
2022
Q1 		$345K Buy
5,338
+15
+0.3% +$891 ﹤0.01% 953
2021
Q4 		$362K Sell
5,323
-102
-2% -$7.35K ﹤0.01% 965
2021
Q3 		$340K Sell
5,425
-100
-2% -$6.55K ﹤0.01% 963
2021
Q2 		$382K Buy
5,525
+90
+2% +$5.72K ﹤0.01% 957
2021
Q1 		$373K Buy
5,435
+545
+11% +$41.8K ﹤0.01% 936
2020
Q4 		$343K Buy
4,890
+100
+2% +$5.7K ﹤0.01% 952
2020
Q3 		$212K Buy
+4,790
New +$184K ﹤0.01% 1061

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
First Trust Advisors
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

United Capital Financial Advisors's QCLN Position: Q1 2024 in Review

United Capital Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 5,200 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in QCLN in Q3 2020 and held it in 14 quarters. The position peaked at $382K in Q2 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

  • United Capital Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $219K.
  • United Capital Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 14 quarters.
  • United Capital Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $382K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.