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

Albion Financial 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
2025 Q3	–	Sell	-33	Closed	-$1.09K	–	660
2025 Q2	$1.09K	Hold	33	–	–	﹤0.01%	521
2025 Q1	$952	Buy	+33	New	+$1.06K	﹤0.01%	544
2022 Q4	–	Sell	-93	Closed	-$5K	–	497
2022 Q3	$5K	Hold	93	–	–	﹤0.01%	350
2022 Q2	$5K	Hold	93	–	–	﹤0.01%	361
2022 Q1	$6K	Hold	93	–	–	﹤0.01%	405
2021 Q4	$6K	Buy	93 +33	+55%	+$2.38K	﹤0.01%	445
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	428
2021 Q2	$4K	Buy	+60	New	+$3.82K	﹤0.01%	425

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Albion Financial Group's QCLN Position: Q3 2025 in Review

Albion Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2025, closing a stake of 33 shares — an estimated $1.09K sold.

Albion Financial Group first reported a position in QCLN in Q2 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 149 funds tracked by Wall St. Rank hold QCLN as of Q3 2025.

Albion Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2025 after selling out during the quarter.
Albion Financial Group sold 33 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2025, an estimated $1.09K.
Albion Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 8 quarters.
Albion Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6K in Q1 2022.
149 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2025.

Based on Albion Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.