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Wealthspire Advisors (Maryland)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$257K Buy
+5,798
New +$222K 0.01% 380

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s QCLN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2020: 5,798 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

108 funds tracked by Wall St. Rank hold QCLN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,798 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $257K as of Q3 2020.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #380 holding.
  • 108 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.