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

WealthShield 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 Q4	–	Sell	-125	Closed	-$5.33K	–	501
2023 Q3	$5.33K	Hold	125	–	–	﹤0.01%	454
2023 Q2	$6.39K	Hold	125	–	–	﹤0.01%	455
2023 Q1	$6.53K	Buy	+125	New	+$6.55K	﹤0.01%	452
2021 Q2	–	Sell	-117	Closed	-$8K	–	1062
2021 Q1	$8K	Buy	+117	New	+$8.98K	﹤0.01%	861

Other funds holding QCLN

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners's QCLN Position: Q4 2023 in Review

WealthShield Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 125 shares — an estimated $5.33K sold.

WealthShield Partners first reported a position in QCLN in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

WealthShield Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 125 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $5.33K.
WealthShield Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 4 quarters.
WealthShield Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $8K in Q1 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.