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Appleton Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Appleton Partners’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
Q4 		– Sell
-8,365
Closed -$351K – 268
2025
Q3 		$351K Hold
8,365
– – 0.02% 217
2025
Q2 		$273K Sell
8,365
-100
-1% -$2.97K 0.02% 228
2025
Q1 		$242K Sell
8,465
-235
-3% -$7.56K 0.02% 226
2024
Q4 		$295K Sell
8,700
-63
-0.7% -$2.18K 0.02% 220
2024
Q3 		$315K Hold
8,763
– – 0.02% 213
2024
Q2 		$298K Sell
8,763
-40
-0.5% -$1.39K 0.02% 222
2024
Q1 		$305K Hold
8,803
– – 0.02% 227
2023
Q4 		$371K Hold
8,803
– – 0.03% 216
2023
Q3 		$375K Buy
8,803
+26
+0.3% +$1.27K 0.03% 219
2023
Q2 		$449K Hold
8,777
– – 0.04% 208
2023
Q1 		$458K Hold
8,777
– – 0.04% 211
2022
Q4 		$414K Sell
8,777
-90
-1% -$4.93K 0.04% 220
2022
Q3 		$505K Hold
8,867
– – 0.05% 194
2022
Q2 		$463K Hold
8,867
– – 0.04% 211
2022
Q1 		$573K Sell
8,867
-90
-1% -$5.35K 0.05% 203
2021
Q4 		$609K Sell
8,957
-77
-0.9% -$5.55K 0.05% 201
2021
Q3 		$566K Sell
9,034
-30
-0.3% -$1.96K 0.05% 199
2021
Q2 		$627K Sell
9,064
-50
-0.5% -$3.18K 0.05% 186
2021
Q1 		$625K Buy
9,114
+164
+2% +$12.6K 0.06% 179
2020
Q4 		$629K Buy
8,950
+425
+5% +$24.2K 0.06% 172
2020
Q3 		$378K Hold
8,525
– – 0.04% 199
2020
Q2 		$253K Buy
+8,525
New +$217K 0.03% 227
2020
Q1 		– Sell
-8,700
Closed -$217K – 282
2019
Q4 		$217K Buy
+8,700
New +$196K 0.02% 282
2018
Q4 		– Sell
-10,270
Closed -$202K – 262
2018
Q3 		$202K Hold
10,270
– – 0.03% 255
2018
Q2 		$200K Buy
+10,270
New +$204K 0.03% 257

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Appleton Partners's QCLN Position: Q4 2025 in Review

Appleton Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2025, closing a stake of 8,365 shares — an estimated $351K sold.

Appleton Partners first reported a position in QCLN in Q2 2018 and held it in 25 quarters. The position peaked at $629K in Q4 2020. 158 funds tracked by Wall St. Rank hold QCLN as of Q4 2025.

  • Appleton Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2025 after selling out during the quarter.
  • Appleton Partners sold 8,365 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2025, an estimated $351K.
  • Appleton Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2018 and held it in 25 quarters.
  • Appleton Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $629K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2025.

Based on Appleton Partners's 13F filing for Q4 2025, filed 9 Jan 2026.