Aptus Capital Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Aptus Capital Advisors’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	-27	Closed	-$1.13K	–	1722
2025 Q3	$1.13K	Hold	27	–	–	﹤0.01%	1570
2025 Q2	$883	Buy	+27	New	+$803	﹤0.01%	1503
2023 Q4	–	Sell	-408	Closed	-$17.4K	–	972
2023 Q3	$17.4K	Sell	408 -36	-8%	-$1.76K	﹤0.01%	757
2023 Q2	$22.7K	Hold	444	–	–	﹤0.01%	643
2023 Q1	$23.2K	Buy	444 +408	+1,133%	+$21.4K	﹤0.01%	626
2022 Q4	$1.7K	Sell	36 -5	-12%	-$274	﹤0.01%	760
2022 Q3	$2K	Hold	41	–	–	﹤0.01%	745
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	642
2022 Q1	$3K	Buy	+41	New	+$2.44K	﹤0.01%	654

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Aptus Capital Advisors's QCLN Position: Q4 2025 in Review

Aptus Capital Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2025, closing a stake of 27 shares — an estimated $1.13K sold.

Aptus Capital Advisors first reported a position in QCLN in Q1 2022 and held it in 9 quarters. The position peaked at $23.2K in Q1 2023. 158 funds tracked by Wall St. Rank hold QCLN as of Q4 2025.

Aptus Capital Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 27 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2025, an estimated $1.13K.
Aptus Capital Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 9 quarters.
Aptus Capital Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $23.2K in Q1 2023.
158 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.