Wimmer Associates 1’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Wimmer Associates 1’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 Q1	–	Sell	-4,935	Closed	-$208K	–	113
2023 Q4	$208K	Sell	4,935 -135	-3%	-$5.12K	0.12%	109
2023 Q3	$216K	Buy	5,070 +1,140	+29%	+$55.7K	0.13%	104
2023 Q2	$201K	Buy	+3,930	New	+$190K	0.12%	106
2022 Q2	–	Sell	-3,634	Closed	-$235K	–	116
2022 Q1	$235K	Buy	3,634 +50	+1%	+$2.97K	0.13%	111
2021 Q4	$244K	Sell	3,584 -20	-0.6%	-$1.44K	0.13%	111
2021 Q3	$226K	Buy	+3,604	New	+$236K	0.13%	115

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Wimmer Associates 1's QCLN Position: Q1 2024 in Review

Wimmer Associates 1 sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2024, closing a stake of 4,935 shares — an estimated $208K sold.

Wimmer Associates 1 first reported a position in QCLN in Q3 2021 and held it in 6 quarters. The position peaked at $244K in Q4 2021. 211 funds tracked by Wall St. Rank hold QCLN as of Q1 2024.

Wimmer Associates 1 reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2024 after selling out during the quarter.
Wimmer Associates 1 sold 4,935 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2024, an estimated $208K.
Wimmer Associates 1 first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 6 quarters.
Wimmer Associates 1's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $244K in Q4 2021.
211 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2024.

Based on Wimmer Associates 1's 13F filing for Q1 2024, filed 14 May 2024.