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Winslow Evans & Crocker’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Winslow Evans & Crocker’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
Q4 		$358K Buy
+5,096
New +$290K 0.07% 237

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
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Winslow Evans & Crocker's QCLN Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2020: 5,096 shares worth $358K. The stake represents 0.07% of the portfolio and ranks #237 among its holdings.

213 funds tracked by Wall St. Rank hold QCLN as of Q4 2020.

  • Winslow Evans & Crocker held 5,096 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $358K as of Q4 2020.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Winslow Evans & Crocker position in Q4 2020.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.07% of Winslow Evans & Crocker's portfolio in Q4 2020, its #237 holding.
  • 213 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.