Veritable’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Veritable’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
2023 Q3	–	Sell	-6,103	Closed	-$312K	–	613
2023 Q2	$312K	Sell	6,103 -12,275	-67%	-$592K	﹤0.01%	684
2023 Q1	$960K	Buy	+18,378	New	+$962K	0.02%	380
2022 Q4	–	Sell	-8,433	Closed	-$480K	–	890
2022 Q3	$480K	Buy	+8,433	New	+$515K	0.01%	510
2022 Q2	–	Sell	-6,384	Closed	-$413K	–	952
2022 Q1	$413K	Buy	+6,384	New	+$379K	0.01%	617

Other funds holding QCLN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Veritable's QCLN Position: Q3 2023 in Review

Veritable sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 6,103 shares — an estimated $312K sold.

Veritable first reported a position in QCLN in Q1 2022 and held it in 4 quarters. The position peaked at $960K in Q1 2023. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Veritable reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Veritable sold 6,103 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $312K.
Veritable first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 4 quarters.
Veritable's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $960K in Q1 2023.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.