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

Zullo Investment 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 Q1	–	Sell	-3,018	Closed	-$142K	–	568
2022 Q4	$142K	Buy	3,018 +4	+0.1%	+$219	0.09%	166
2022 Q3	$172K	Hold	3,014	–	–	0.11%	142
2022 Q2	$157K	Buy	3,014 +538	+22%	+$29.5K	0.1%	163
2022 Q1	$160K	Buy	2,476 +75	+3%	+$4.46K	0.08%	175
2021 Q4	$163K	Buy	+2,401	New	+$173K	0.08%	179

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

Zullo Investment Group's QCLN Position: Q1 2023 in Review

Zullo Investment Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2023, closing a stake of 3,018 shares — an estimated $142K sold.

Zullo Investment Group first reported a position in QCLN in Q4 2021 and held it in 5 quarters. The position peaked at $172K in Q3 2022. 285 funds tracked by Wall St. Rank hold QCLN as of Q1 2023.

Zullo Investment Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 3,018 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2023, an estimated $142K.
Zullo Investment Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $172K in Q3 2022.
285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.