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

Valeo 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
2021 Q2	–	Sell	-1,146	Closed	-$79K	–	1493
2021 Q1	$79K	Buy	1,146 +135	+13%	+$10.4K	﹤0.01%	694
2020 Q4	$71K	Buy	+1,011	New	+$57.6K	﹤0.01%	667
2020 Q3	–	Sell	-125	Closed	-$4K	–	2018
2020 Q2	$4K	Hold	125	–	–	﹤0.01%	1611
2020 Q1	$3K	Buy	+125	New	+$3.18K	﹤0.01%	1441

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Valeo Financial Advisors's QCLN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 1,146 shares — an estimated $79K sold.

Valeo Financial Advisors first reported a position in QCLN in Q1 2020 and held it in 4 quarters. The position peaked at $79K in Q1 2021. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

Valeo Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,146 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $79K.
Valeo Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2020 and held it in 4 quarters.
Valeo Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $79K in Q1 2021.
286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.