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

WealthOne’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 Q3	–	Sell	-5,622	Closed	-$288K	–	103
2023 Q2	$288K	Sell	5,622 -436	-7%	-$21K	0.11%	82
2023 Q1	$316K	Sell	6,058 -888	-13%	-$46.5K	0.12%	71
2022 Q4	$328K	Sell	6,946 -355	-5%	-$19.5K	0.13%	74
2022 Q3	$416K	Sell	7,301 -245	-3%	-$15K	0.18%	62
2022 Q2	$394K	Sell	7,546 -509	-6%	-$27.9K	0.16%	71
2022 Q1	$520K	Sell	8,055 -604	-7%	-$35.9K	0.18%	62
2021 Q4	$589K	Buy	8,659 +3,385	+64%	+$244K	0.2%	54
2021 Q3	$330K	Sell	5,274 -175	-3%	-$11.5K	0.12%	95
2021 Q2	$377K	Buy	5,449 +1,102	+25%	+$70.1K	0.15%	82
2021 Q1	$298K	Buy	+4,347	New	+$334K	0.13%	97

Other funds holding QCLN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

WealthOne's QCLN Position: Q3 2023 in Review

WealthOne sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 5,622 shares — an estimated $288K sold.

WealthOne first reported a position in QCLN in Q1 2021 and held it in 10 quarters. The position peaked at $589K in Q4 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

WealthOne reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
WealthOne sold 5,622 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $288K.
WealthOne first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 10 quarters.
WealthOne's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $589K in Q4 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.