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

WCG Wealth Advisors’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	-33,586	Closed	-$1.17M	–	296
2024 Q1	$1.17M	Buy	33,586 +2,337	+7%	+$82.9K	0.1%	173
2023 Q4	$1.32M	Sell	31,249 -167	-0.5%	-$6.34K	0.1%	176
2023 Q3	$1.42M	Sell	31,416 -734	-2%	-$35.9K	0.1%	162
2023 Q2	$1.65M	Sell	32,150 -2,802	-8%	-$135K	0.19%	89
2023 Q1	$1.83M	Sell	34,952 -137	-0.4%	-$7.17K	0.23%	83
2022 Q4	$1.66M	Buy	35,089 +1,512	+5%	+$82.9K	0.23%	83
2022 Q3	$2.04M	Sell	33,577 -147	-0.4%	-$8.97K	0.27%	75
2022 Q2	$1.76M	Buy	+33,724	New	+$1.85M	0.24%	77

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

WCG Wealth Advisors's QCLN Position: Q2 2024 in Review

WCG Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2024, closing a stake of 33,586 shares — an estimated $1.17M sold.

WCG Wealth Advisors first reported a position in QCLN in Q2 2022 and held it in 8 quarters. The position peaked at $2.04M in Q3 2022. 197 funds tracked by Wall St. Rank hold QCLN as of Q2 2024.

WCG Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2024 after selling out during the quarter.
WCG Wealth Advisors sold 33,586 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2024, an estimated $1.17M.
WCG Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2022 and held it in 8 quarters.
WCG Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.04M in Q3 2022.
197 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.