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QCLN icon

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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $12.7B AUM 17.31% 1-Year Est. Return