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

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
2022 Q2	–	Sell	-3,710	Closed	-$240K	–	64
2022 Q1	$240K	Hold	3,710	–	–	0.09%	61
2021 Q4	$252K	Hold	3,710	–	–	0.09%	56
2021 Q3	$226K	Sell	3,710 -2,525	-40%	-$165K	0.09%	63
2021 Q2	$402K	Sell	6,235 -320	-5%	-$20.4K	0.15%	44
2021 Q1	$412K	Buy	+6,555	New	+$503K	0.16%	45

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Wealth Advisors's QCLN Position: Q2 2022 in Review

Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2022, closing a stake of 3,710 shares — an estimated $240K sold.

Wealth Advisors first reported a position in QCLN in Q1 2021 and held it in 5 quarters. The position peaked at $412K in Q1 2021. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2022 after selling out during the quarter.
Wealth Advisors sold 3,710 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $240K.
Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 5 quarters.
Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $412K in Q1 2021.
291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.