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WMG Financial Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

WMG Financial Advisors’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
2022
Q4 		– Sell
-14,593
Closed -$833K – 148
2022
Q3 		$833K Buy
+14,593
New +$891K 0.75% 41

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WMG Financial Advisors's QCLN Position: Q4 2022 in Review

WMG Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2022, closing a stake of 14,593 shares — an estimated $833K sold.

WMG Financial Advisors first reported a position in QCLN in Q3 2022 and held it in 1 quarter. The position peaked at $833K in Q3 2022. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

  • WMG Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 14,593 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $833K.
  • WMG Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 1 quarter.
  • WMG Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $833K in Q3 2022.
  • 288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on WMG Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.