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

Vigilare Wealth Management’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
2022 Q4	–	Sell	-5,505	Closed	-$314K	–	111
2022 Q3	$314K	Buy	+5,505	New	+$336K	0.41%	61
2021 Q4	–	Sell	-10,621	Closed	-$665K	–	196
2021 Q3	$665K	Buy	10,621 +2,020	+23%	+$132K	0.41%	62
2021 Q2	$595K	Buy	+8,601	New	+$547K	0.36%	71

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Vigilare Wealth Management's QCLN Position: Q4 2022 in Review

Vigilare Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 5,505 shares — an estimated $314K sold.

Vigilare Wealth Management first reported a position in QCLN in Q2 2021 and held it in 3 quarters. The position peaked at $665K in Q3 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Vigilare Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
Vigilare Wealth Management sold 5,505 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $314K.
Vigilare Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 3 quarters.
Vigilare Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $665K in Q3 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Vigilare Wealth Management's 13F filing for Q4 2022, filed 11 Jan 2023.