Avior Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-1,528	Closed	-$51.9K	–	1933
2024 Q4	$51.9K	Buy	1,528 +2	+0.1%	+$69	﹤0.01%	1134
2024 Q3	$54.8K	Buy	1,526 +11	+0.7%	+$385	﹤0.01%	1085
2024 Q2	$51.6K	Hold	1,515	–	–	﹤0.01%	1078
2024 Q1	$52.6K	Buy	+1,515	New	+$53.7K	﹤0.01%	1211
2023 Q4	–	Sell	-1	Closed	-$42	–	1644
2023 Q3	$42	Hold	1	–	–	﹤0.01%	1574
2023 Q2	$51	Sell	1 -5	-83%	-$241	﹤0.01%	1538
2023 Q1	$313	Sell	6 -266	-98%	-$13.9K	﹤0.01%	1547
2022 Q4	$12.9K	Hold	272	–	–	﹤0.01%	818
2022 Q3	$15K	Hold	272	–	–	﹤0.01%	790
2022 Q2	$14K	Hold	272	–	–	﹤0.01%	724
2022 Q1	$17K	Sell	272 -82	-23%	-$4.87K	﹤0.01%	744
2021 Q4	$24K	Hold	354	–	–	﹤0.01%	677
2021 Q3	$22K	Hold	354	–	–	﹤0.01%	652
2021 Q2	$24K	Hold	354	–	–	﹤0.01%	627
2021 Q1	$24K	Buy	354 +135	+62%	+$10.4K	﹤0.01%	627
2020 Q4	$15K	Buy	+219	New	+$12.5K	﹤0.01%	657

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Avior Wealth Management's QCLN Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 1,528 shares — an estimated $51.9K sold.

Avior Wealth Management first reported a position in QCLN in Q4 2020 and held it in 16 quarters. The position peaked at $54.8K in Q3 2024. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

Avior Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,528 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $51.9K.
Avior Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 16 quarters.
Avior Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $54.8K in Q3 2024.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.