OCFS vs. QCLN ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.
Grade (RS Rating)
Last Trade
$26.88
Average Daily Volume
753
20
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ(R) Clean Edge(R) Green Energy Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified market capitalization-weighted index in which larger companies receive a larger Index weighting and includes caps to prevent high concentrations among larger alternative energy stocks. The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.53
Average Daily Volume
88,533
46
Performance
Period | OCFS | QCLN |
---|---|---|
30 Days | -0.27% | -3.93% |
60 Days | 3.64% | -4.72% |
90 Days | 7.07% | 0.98% |
12 Months | -4.02% |
0 Overlapping Holdings
Symbol | Grade | Weight in OCFS | Weight in QCLN | Overlap |
---|
OCFS Overweight 20 Positions Relative to QCLN
OCFS Underweight 46 Positions Relative to QCLN
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | A | -10.02% | |
ON | D | -7.88% | |
FSLR | C | -7.24% | |
ENPH | F | -5.68% | |
RIVN | F | -5.37% | |
AYI | A | -4.94% | |
ALB | C | -4.41% | |
OLED | F | -4.37% | |
LCID | F | -3.12% | |
ORA | B | -2.64% | |
ITRI | A | -2.55% | |
ALGM | F | -2.35% | |
HASI | B | -2.23% | |
AEIS | A | -2.22% | |
ENS | F | -2.15% | |
POWI | C | -1.96% | |
RUN | C | -1.72% | |
MP | B | -1.69% | |
FLNC | B | -1.49% | |
BE | D | -1.25% | |
CWEN | C | -1.25% | |
WOLF | D | -1.04% | |
NEP | F | -0.98% | |
PLUG | C | -0.96% | |
SQM | D | -0.85% | |
VICR | B | -0.84% | |
RNW | F | -0.78% | |
ASPN | F | -0.76% | |
AMRC | C | -0.56% | |
PSNY | F | -0.55% | |
SEDG | F | -0.53% | |
ARRY | D | -0.52% | |
AMSC | A | -0.49% | |
SHLS | F | -0.48% | |
MNTK | B | -0.44% | |
EOSE | B | -0.41% | |
NOVA | F | -0.37% | |
WLDN | B | -0.36% | |
CLNE | D | -0.34% | |
AMPS | C | -0.31% | |
CHPT | F | -0.29% | |
LYTS | A | -0.26% | |
LNZA | C | -0.19% | |
BLNK | C | -0.11% | |
WBX | F | -0.1% | |
TPIC | F | -0.09% |
OCFS: Top Represented Industries & Keywords
QCLN: Top Represented Industries & Keywords