Avantax Advisory Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Avantax Advisory Services’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 Q2	$237K	Buy	+7,249	New	+$216K	﹤0.01%	2088
2025 Q1	–	Sell	-7,391	Closed	-$251K	–	2306
2024 Q4	$251K	Sell	7,391 -1,859	-20%	-$64.2K	﹤0.01%	1912
2024 Q3	$332K	Sell	9,250 -5,261	-36%	-$184K	﹤0.01%	1682
2024 Q2	$494K	Sell	14,511 -2,544	-15%	-$88.2K	﹤0.01%	1369
2024 Q1	$591K	Sell	17,055 -5,093	-23%	-$181K	0.01%	963
2023 Q4	$934K	Sell	22,148 -4,787	-18%	-$182K	0.01%	738
2023 Q3	$1.15M	Sell	26,935 -1,568	-6%	-$76.6K	0.01%	630
2023 Q2	$1.46M	Buy	28,503 +3,872	+16%	+$187K	0.02%	563
2023 Q1	$1.29M	Sell	24,631 -844	-3%	-$44.2K	0.02%	579
2022 Q4	$1.2M	Buy	25,475 +670	+3%	+$36.7K	0.02%	574
2022 Q3	$1.41M	Buy	24,805 +2,080	+9%	+$127K	0.02%	458
2022 Q2	$1.19M	Sell	22,725 -6,306	-22%	-$346K	0.02%	503
2022 Q1	$1.88M	Buy	29,031 +326	+1%	+$19.4K	0.03%	389
2021 Q4	$1.95M	Buy	28,705 +5,038	+21%	+$363K	0.03%	372
2021 Q3	$1.49M	Buy	23,667 +3,715	+19%	+$243K	0.02%	397
2021 Q2	$1.38M	Buy	19,952 +13,617	+215%	+$866K	0.03%	410
2021 Q1	$436K	Buy	6,335 +1,582	+33%	+$121K	0.01%	668
2020 Q4	$335K	Sell	4,753 -4,015	-46%	-$229K	0.01%	684
2020 Q3	$388K	Buy	+8,768	New	+$336K	0.01%	902

Other funds holding QCLN

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WANY

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

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

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

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

Avantax Advisory Services's QCLN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025: 7,249 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in QCLN as recently as Q4 2024.

Avantax Advisory Services first reported a position in QCLN in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.95M in Q4 2021. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

Avantax Advisory Services held 7,249 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $237K as of Q2 2025.
First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Avantax Advisory Services position in Q2 2025.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2088 holding.
Avantax Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.95M in Q4 2021.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.