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

Valley Wealth Managers’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	-6	Closed	-$208	–	396
2024 Q1	$208	Hold	6	–	–	﹤0.01%	300
2023 Q4	$253	Hold	6	–	–	﹤0.01%	316
2023 Q3	$256	Hold	6	–	–	﹤0.01%	349
2023 Q2	$307	Hold	6	–	–	﹤0.01%	320
2023 Q1	$313	Hold	6	–	–	﹤0.01%	336
2022 Q4	$283	Hold	6	–	–	﹤0.01%	347
2022 Q3	$0	Hold	6	–	–	﹤0.01%	479
2022 Q2	$0	Buy	+6	New	+$329	﹤0.01%	438

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 Wealth Managers's QCLN Position: Q2 2024 in Review

Valley Wealth Managers sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 6 shares — an estimated $208 sold.

Valley Wealth Managers first reported a position in QCLN in Q2 2022 and held it in 8 quarters. The position peaked at $313 in Q1 2023. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

Valley Wealth Managers reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
Valley Wealth Managers sold 6 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $208.
Valley Wealth Managers first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2022 and held it in 8 quarters.
Valley Wealth Managers's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $313 in Q1 2023.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.