Yahav Achim Ve Achayot - Provident Funds Management Company’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	-21,000	Closed	-$900K	–	49
2023 Q3	$900K	Sell	21,000 -30,000	-59%	-$1.47M	0.78%	34
2023 Q2	$2.57M	Hold	51,000	–	–	1.97%	13
2023 Q1	$2.6M	Hold	51,000	–	–	2.56%	14
2022 Q4	$2.41M	Hold	51,000	–	–	2.28%	12
2022 Q3	$2.91M	Hold	51,000	–	–	2.83%	10
2022 Q2	$2.64M	Hold	51,000	–	–	2.37%	14
2022 Q1	$3.27M	Hold	51,000	–	–	2.52%	13
2021 Q4	$3.48M	Hold	51,000	–	–	2.51%	15
2021 Q3	$3.19M	Buy	+51,000	New	+$3.34M	2.51%	14

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 $445B AUM 25.58% 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 $3.75B AUM 28.61% 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 $79.5B AUM 27.1% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's QCLN Position: Q4 2023 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 21,000 shares — an estimated $900K sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in QCLN in Q3 2021 and held it in 9 quarters. The position peaked at $3.48M in Q4 2021. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 21,000 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $900K.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 9 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.48M in Q4 2021.
250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q4 2023, filed 15 Feb 2024.