AFC
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Ares Financial Consulting’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Ares Financial Consulting’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
2026
Q2 		$12.3K Sell
200
-20
-9% -$1.18K 0.01% 529
2026
Q1 		$10.3K Hold
220
– – 0.01% 539
2025
Q4 		$9.81K Buy
+220
New +$9.9K 0.01% 364

Other funds holding QCLN

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Ares Financial Consulting's QCLN Position: Q2 2026 in Review

Ares Financial Consulting reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 9.1% in Q2 2026, selling an estimated $1.18K and leaving 200 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #529.

Ares Financial Consulting first reported a position in QCLN in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • Ares Financial Consulting held 200 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $12.3K as of Q2 2026.
  • Ares Financial Consulting sold 20 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $1.18K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #529 holding.
  • Ares Financial Consulting first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.