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QCLN icon

B. Riley Wealth Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-7,858
Closed -$274K – 1261
2024
Q3 		$274K Sell
7,858
-91
-1% -$3.19K 0.01% 1002
2024
Q2 		$270K Sell
7,949
-4,026
-34% -$140K 0.01% 1079
2024
Q1 		$510K Buy
11,975
+1,737
+17% +$61.6K 0.01% 781
2023
Q4 		$432K Sell
10,238
-1,737
-15% -$65.9K 0.01% 891
2023
Q3 		$510K Sell
11,975
-1,593
-12% -$77.8K 0.01% 781
2023
Q2 		$694K Sell
13,568
-1,024
-7% -$49.4K 0.02% 712
2023
Q1 		$762K Buy
14,592
+246
+2% +$12.9K 0.02% 639
2022
Q4 		$677K Sell
14,346
-8,060
-36% -$442K 0.02% 672
2022
Q3 		$1.28M Buy
22,406
+9,546
+74% +$583K 0.04% 429
2022
Q2 		$672K Sell
12,860
-15,001
-54% -$822K 0.03% 546
2022
Q1 		$1.8M Sell
27,861
-5,785
-17% -$344K 0.06% 323
2021
Q4 		$2.29M Sell
33,646
-2,951
-8% -$213K 0.07% 322
2021
Q3 		$2.29M Sell
36,597
-3,330
-8% -$218K 0.07% 303
2021
Q2 		$2.76M Buy
39,927
+3,918
+11% +$249K 0.09% 262
2021
Q1 		$2.47M Buy
36,009
+30,765
+587% +$2.36M 0.09% 266
2020
Q4 		$369K Buy
+5,244
New +$299K 0.02% 648
2015
Q1 		– Sell
-502
Closed -$9 – 1649
2014
Q4 		$9 Buy
+502
New +$8.75K ﹤0.01% 2932
2014
Q3 		– Sell
-4,158
Closed -$85.4K – 1596
2014
Q2 		$85.4K Buy
+4,158
New +$79.5K 0.02% 790

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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

B. Riley Wealth Advisors's QCLN Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 7,858 shares — an estimated $274K sold.

B. Riley Wealth Advisors first reported a position in QCLN in Q2 2014 and held it in 18 quarters. The position peaked at $2.76M in Q2 2021. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,858 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $274K.
  • B. Riley Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.76M in Q2 2021.
  • 174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.