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

YHB Investment 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
2023
Q4 		– Sell
-4,757
Closed -$203K – 277
2023
Q3 		$203K Hold
4,757
– – 0.02% 262
2023
Q2 		$243K Buy
4,757
+87
+2% +$4.2K 0.02% 252
2023
Q1 		$244K Buy
4,670
+235
+5% +$12.3K 0.02% 252
2022
Q4 		$209K Buy
4,435
+60
+1% +$3.29K 0.02% 275
2022
Q3 		$249K Buy
4,375
+50
+1% +$3.05K 0.03% 241
2022
Q2 		$226K Buy
4,325
+275
+7% +$15.1K 0.02% 256
2022
Q1 		$262K Hold
4,050
– – 0.02% 252
2021
Q4 		$275K Buy
4,050
+50
+1% +$3.6K 0.02% 274
2021
Q3 		$250K Hold
4,000
– – 0.02% 272
2021
Q2 		$277K Hold
4,000
– – 0.02% 256
2021
Q1 		$262K Hold
4,000
– – 0.02% 259
2020
Q4 		$281K Buy
+4,000
New +$228K 0.03% 238
2016
Q2 		– Sell
-14,005
Closed -$207K – 168
2016
Q1 		$207K Sell
14,005
-11,175
-44% -$159K 0.06% 147
2015
Q4 		$404K Sell
25,180
-2,910
-10% -$44K 0.09% 125
2015
Q3 		$394K Sell
28,090
-3,170
-10% -$50.9K 0.09% 128
2015
Q2 		$577K Sell
31,260
-3,745
-11% -$72.3K 0.13% 119
2015
Q1 		$649K Buy
35,005
+2,295
+7% +$40.7K 0.15% 117
2014
Q4 		$564K Buy
32,710
+325
+1% +$5.67K 0.13% 120
2014
Q3 		$618K Buy
32,385
+1,700
+6% +$34.1K 0.15% 115
2014
Q2 		$631K Buy
30,685
+11,340
+59% +$217K 0.15% 113
2014
Q1 		$393K Buy
+19,345
New +$379K 0.1% 124

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YHB Investment Advisors's QCLN Position: Q4 2023 in Review

YHB Investment Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2023, closing a stake of 4,757 shares — an estimated $203K sold.

YHB Investment Advisors first reported a position in QCLN in Q1 2014 and held it in 21 quarters. The position peaked at $649K in Q1 2015. 250 funds tracked by Wall St. Rank hold QCLN as of Q4 2023.

  • YHB Investment Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 4,757 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2023, an estimated $203K.
  • YHB Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2014 and held it in 21 quarters.
  • YHB Investment Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $649K in Q1 2015.
  • 250 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.