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Western Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Western Wealth Management’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
2024
Q3 		– Sell
-6,965
Closed -$237K – 761
2024
Q2 		$237K Sell
6,965
-1,452
-17% -$50.3K 0.02% 576
2024
Q1 		$292K Sell
8,417
-505
-6% -$17.9K 0.02% 516
2023
Q4 		$376K Sell
8,922
-819
-8% -$31.1K 0.03% 485
2023
Q3 		$415K Sell
9,741
-86
-0.9% -$4.2K 0.04% 425
2023
Q2 		$503K Sell
9,827
-233
-2% -$11.2K 0.04% 369
2023
Q1 		$525K Sell
10,060
-700
-7% -$36.7K 0.05% 355
2022
Q4 		$508K Sell
10,760
-12,672
-54% -$695K 0.05% 333
2022
Q3 		$1.34M Sell
23,432
-1,330
-5% -$81.2K 0.08% 249
2022
Q2 		$1.29M Sell
24,762
-3,220
-12% -$176K 0.07% 256
2022
Q1 		$1.81M Buy
27,982
+9,337
+50% +$555K 0.09% 217
2021
Q4 		$1.27M Buy
+18,645
New +$1.34M 0.13% 165
2021
Q2 		$1.01M Buy
14,555
+3,291
+29% +$209K 0.1% 205
2021
Q1 		$773K Buy
+11,264
New +$865K 0.1% 201

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Western Wealth Management's QCLN Position: Q3 2024 in Review

Western Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2024, closing a stake of 6,965 shares — an estimated $237K sold.

Western Wealth Management first reported a position in QCLN in Q1 2021 and held it in 13 quarters. The position peaked at $1.81M in Q1 2022. 181 funds tracked by Wall St. Rank hold QCLN as of Q3 2024.

  • Western Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2024 after selling out during the quarter.
  • Western Wealth Management sold 6,965 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2024, an estimated $237K.
  • Western Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 13 quarters.
  • Western Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.81M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.