Barrett & Company’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Barrett & Company’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	$6.13K	Sell	100 -100	-50%	-$5.88K	﹤0.01%	534
2026 Q1	$9.29K	Hold	200	–	–	﹤0.01%	468
2025 Q4	$8.92K	Hold	200	–	–	﹤0.01%	475
2025 Q3	$8.39K	Hold	200	–	–	﹤0.01%	482
2025 Q2	$6.54K	Hold	200	–	–	﹤0.01%	508
2025 Q1	$5.72K	Hold	200	–	–	﹤0.01%	483
2024 Q4	$6.79K	Hold	200	–	–	﹤0.01%	469
2024 Q3	$7.18K	Hold	200	–	–	﹤0.01%	457
2024 Q2	$6.8K	Hold	200	–	–	﹤0.01%	464
2024 Q1	$6.94K	Hold	200	–	–	﹤0.01%	462
2023 Q4	$8.43K	Buy	+200	New	+$7.59K	﹤0.01%	427

Other funds holding QCLN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barrett & Company's QCLN Position: Q2 2026 in Review

Barrett & Company reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 50% in Q2 2026, selling an estimated $5.88K and leaving 100 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Barrett & Company first reported a position in QCLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.29K in Q1 2026. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

Barrett & Company held 100 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $6.13K as of Q2 2026.
Barrett & Company sold 100 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $5.88K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #534 holding.
Barrett & Company first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and has held it in 11 quarters since.
Barrett & Company's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $9.29K in Q1 2026.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.