Valley National Advisers’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-430	Closed	-$14K	–	1251
2024 Q1	$14K	Sell	430 -59	-12%	-$2.09K	﹤0.01%	588
2023 Q4	$20K	Sell	489 -8,329	-94%	-$316K	﹤0.01%	544
2023 Q3	$376K	Sell	8,818 -109	-1%	-$5.33K	0.07%	188
2023 Q2	$458K	Buy	8,927 +86	+1%	+$4.15K	0.08%	182
2023 Q1	$424K	Buy	8,841 +463	+6%	+$24.2K	0.07%	183
2022 Q4	$423K	Sell	8,378 -836	-9%	-$45.8K	0.08%	182
2022 Q3	$492K	Buy	9,214 +8,454	+1,112%	+$516K	0.1%	162
2022 Q2	$41K	Hold	760	–	–	0.01%	374
2022 Q1	$49K	Hold	760	–	–	0.01%	372
2021 Q4	$52K	Hold	760	–	–	0.01%	360
2021 Q3	$48K	Hold	760	–	–	0.01%	351
2021 Q2	$53K	Buy	+760	New	+$48.3K	0.01%	345

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WANY

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

Valley National Advisers's QCLN Position: Q2 2024 in Review

Valley National Advisers sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 430 shares — an estimated $14K sold.

Valley National Advisers first reported a position in QCLN in Q2 2021 and held it in 12 quarters. The position peaked at $492K in Q3 2022. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

Valley National Advisers reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
Valley National Advisers sold 430 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $14K.
Valley National Advisers first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 12 quarters.
Valley National Advisers's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $492K in Q3 2022.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.