Number of Shares
161,321.00
Current Holdings Value*
$10.96 Mil
% of Portfolio
2.46%
Total Estimate Gain
$-4.62 Mil
% of Total Estimate Gain
-43.97%

Paradigm Financial Advisors, LLC's First Trust NASDAQ Clean Edge Green Energy Idx Fd Holding Summary

As of 2021-12-31, Paradigm Financial Advisors, LLC held 161,321.00 shares of First Trust NASDAQ Clean Edge Green Energy Idx Fd(QCLN), totaling $10.96 Mil. This investment constitutes 2.46% of their stock portfolio, and Paradigm Financial Advisors, LLC now holds 0.43% of the outstanding First Trust NASDAQ Clean Edge Green Energy Idx Fd(QCLN) stock.

The initial trade took place in 2021Q2. And since then Paradigm Financial Advisors, LLC has made 3 purchases of QCLN, at an average price of $65.09, for a total of 161,321.00 shares. Based on historical transaction data and QCLN's current price of $36.47, Paradigm Financial Advisors, LLC's estimated gain on his QCLN holdings is $-4.62 Mil, reflecting a -43.97% gain to date.

Paradigm Financial Advisors, LLC QCLN ($36.47) Holding Chart

Paradigm Financial Advisors, LLC QCLN ($36.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1