Wealthcare Advisory Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-5,070	Closed	-$265K	–	752
2023 Q1	$265K	Sell	5,070 -1,431	-22%	-$74.9K	0.01%	618
2022 Q4	$307K	Sell	6,501 -6,939	-52%	-$380K	0.01%	530
2022 Q3	$766K	Buy	13,440 +8,171	+155%	+$499K	0.04%	272
2022 Q2	$275K	Sell	5,269 -525	-9%	-$28.8K	0.02%	456
2022 Q1	$374K	Sell	5,794 -427	-7%	-$25.4K	0.02%	365
2021 Q4	$423K	Buy	6,221 +886	+17%	+$63.9K	0.03%	348
2021 Q3	$334K	Sell	5,335 -599	-10%	-$39.2K	0.02%	392
2021 Q2	$411K	Sell	5,934 -326	-5%	-$20.7K	0.03%	357
2021 Q1	$429K	Buy	+6,260	New	+$481K	0.03%	320

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Wealthcare Advisory Partners's QCLN Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 5,070 shares — an estimated $265K sold.

Wealthcare Advisory Partners first reported a position in QCLN in Q1 2021 and held it in 9 quarters. The position peaked at $766K in Q3 2022. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

Wealthcare Advisory Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,070 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $265K.
Wealthcare Advisory Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 9 quarters.
Wealthcare Advisory Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $766K in Q3 2022.
270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.