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

Worth Asset 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
2023 Q1	–	Sell	-1,151	Closed	-$54.3K	–	522
2022 Q4	$54.3K	Buy	1,151 +401	+53%	+$22K	0.04%	174
2022 Q3	$43K	Sell	750 -370	-33%	-$22.6K	0.03%	161
2022 Q2	$58K	Sell	1,120 -380	-25%	-$20.8K	0.04%	178
2022 Q1	$70K	Buy	+1,500	New	+$89.1K	0.05%	165

Other funds holding QCLN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Worth Asset Management's QCLN Position: Q1 2023 in Review

Worth Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 1,151 shares — an estimated $54.3K sold.

Worth Asset Management first reported a position in QCLN in Q1 2022 and held it in 4 quarters. The position peaked at $70K in Q1 2022. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Worth Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Worth Asset Management sold 1,151 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $54.3K.
Worth Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 4 quarters.
Worth Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $70K in Q1 2022.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.