World Equity Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

World Equity Group’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
2023 Q4	–	Sell	-7,983	Closed	-$340K	–	364
2023 Q3	$340K	Sell	7,983 -287	-3%	-$14K	0.07%	247
2023 Q2	$423K	Sell	8,270 -23,145	-74%	-$1.12M	0.12%	207
2023 Q1	$1.37M	Buy	31,415 +23,008	+274%	+$1.2M	0.2%	125
2022 Q4	$397K	Sell	8,407 -158	-2%	-$8.66K	0.09%	212
2022 Q3	$488K	Buy	8,565 +155	+2%	+$9.46K	0.12%	165
2022 Q2	$439K	Buy	8,410 +236	+3%	+$12.9K	0.11%	202
2022 Q1	$528K	Buy	+8,174	New	+$486K	0.11%	201

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

World Equity Group's QCLN Position: Q4 2023 in Review

World Equity Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 7,983 shares — an estimated $340K sold.

World Equity Group first reported a position in QCLN in Q1 2022 and held it in 7 quarters. The position peaked at $1.37M in Q1 2023. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

World Equity Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
World Equity Group sold 7,983 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $340K.
World Equity Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 7 quarters.
World Equity Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.37M in Q1 2023.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.