Wagner Wealth Management (South Carolina)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q1	–	Sell	-30	Closed	-$1.42K	–	237
2022 Q4	$1.42K	Sell	30 -105	-78%	-$5.75K	﹤0.01%	216
2022 Q3	$8K	Buy	135 +55	+69%	+$3.36K	0.01%	456
2022 Q2	$4K	Buy	+80	New	+$4.38K	﹤0.01%	561
2022 Q1	–	Sell	-80	Closed	-$5K	–	555
2021 Q4	$5K	Sell	80 -15	-16%	-$1.08K	﹤0.01%	573
2021 Q3	$7K	Sell	95 -909	-91%	-$59.5K	0.01%	511
2021 Q2	$69K	Buy	1,004 +120	+14%	+$7.63K	0.05%	222
2021 Q1	$61K	Buy	884 +35	+4%	+$2.69K	0.05%	212
2020 Q4	$60K	Buy	+849	New	+$48.4K	0.06%	133

Other funds holding QCLN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

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

Wagner Wealth Management (South Carolina)'s QCLN Position: Q1 2023 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 30 shares — an estimated $1.42K sold.

Wagner Wealth Management (South Carolina) first reported a position in QCLN in Q4 2020 and held it in 8 quarters. The position peaked at $69K in Q2 2021. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Wagner Wealth Management (South Carolina) reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 30 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $1.42K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $69K in Q2 2021.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2023, filed 17 May 2023.