Wealth Enhancement & Preservation of GA’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Wealth Enhancement & Preservation of GA’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 Q2	–	Sell	-34,671	Closed	-$2.3M	–	58
2021 Q1	$2.3M	Buy	+34,671	New	+$2.66M	1.77%	17

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

Wealth Enhancement & Preservation of GA's QCLN Position: Q2 2021 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2021, closing a stake of 34,671 shares — an estimated $2.3M sold.

Wealth Enhancement & Preservation of GA first reported a position in QCLN in Q1 2021 and held it in 1 quarter. The position peaked at $2.3M in Q1 2021. 286 funds tracked by Wall St. Rank hold QCLN as of Q2 2021.

Wealth Enhancement & Preservation of GA reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2021 after selling out during the quarter.
Wealth Enhancement & Preservation of GA sold 34,671 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2021, an estimated $2.3M.
Wealth Enhancement & Preservation of GA first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 1 quarter.
Wealth Enhancement & Preservation of GA's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.3M in Q1 2021.
286 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2021, filed 22 Jul 2021.