Walled Lake Planning & Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-1,317	Closed	-$82K	–	268
2021 Q3	$82K	Buy	1,317 +849	+181%	+$55.6K	0.05%	130
2021 Q2	$32K	Hold	468	–	–	0.02%	180
2021 Q1	$32K	Buy	+468	New	+$35.9K	0.02%	170

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

RJFSA

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

RJA

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

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

Walled Lake Planning & Wealth Management's QCLN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2021, closing a stake of 1,317 shares — an estimated $82K sold.

Walled Lake Planning & Wealth Management first reported a position in QCLN in Q1 2021 and held it in 3 quarters. The position peaked at $82K in Q3 2021. 340 funds tracked by Wall St. Rank hold QCLN as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,317 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2021, an estimated $82K.
Walled Lake Planning & Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $82K in Q3 2021.
340 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.