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

Bartlett & Co 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
2026 Q1	$11.7K	Hold	200	–	–	﹤0.01%	904
2025 Q4	$8.92K	Hold	200	–	–	﹤0.01%	941
2025 Q3	$8.39K	Hold	200	–	–	﹤0.01%	939
2025 Q2	$6.54K	Hold	200	–	–	﹤0.01%	962
2025 Q1	$5.72K	Hold	200	–	–	﹤0.01%	974
2024 Q4	$6.79K	Hold	200	–	–	﹤0.01%	941
2024 Q3	$7.18K	Hold	200	–	–	﹤0.01%	942
2024 Q2	$6.8K	Hold	200	–	–	﹤0.01%	958
2024 Q1	$6.94K	Hold	200	–	–	﹤0.01%	949
2023 Q4	$8.61K	Hold	200	–	–	﹤0.01%	1023
2023 Q3	$8.53K	Hold	200	–	–	﹤0.01%	946
2023 Q2	$10.2K	Hold	200	–	–	﹤0.01%	923
2023 Q1	$10.4K	Hold	200	–	–	﹤0.01%	816
2022 Q4	$9.44K	Hold	200	–	–	﹤0.01%	839
2022 Q3	$11.4K	Hold	200	–	–	﹤0.01%	804
2022 Q2	$10.4K	Hold	200	–	–	﹤0.01%	857
2022 Q1	$12.9K	Buy	+200	New	+$11.9K	﹤0.01%	794
2021 Q4	–	Sell	-200	Closed	-$12.5K	–	766
2021 Q3	$12.5K	Hold	200	–	–	﹤0.01%	681
2021 Q2	$13.8K	Hold	200	–	–	﹤0.01%	660
2021 Q1	$13.7K	Hold	200	–	–	﹤0.01%	704
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	701
2020 Q3	$8.87K	Hold	200	–	–	﹤0.01%	688
2020 Q2	$5.94K	Hold	200	–	–	﹤0.01%	726
2020 Q1	$4.01K	Hold	200	–	–	﹤0.01%	738
2019 Q4	$4.98K	Hold	200	–	–	﹤0.01%	765
2019 Q3	$4.28K	Hold	200	–	–	﹤0.01%	789
2019 Q2	$4.22K	Hold	200	–	–	﹤0.01%	637
2019 Q1	$4.02K	Hold	200	–	–	﹤0.01%	626
2018 Q4	$3.52K	Hold	200	–	–	﹤0.01%	640
2018 Q3	$3.94K	Hold	200	–	–	﹤0.01%	651
2018 Q2	$3.9K	Hold	200	–	–	﹤0.01%	651
2018 Q1	$3.9K	Buy	+200	New	+$4.07K	﹤0.01%	667

Other funds holding QCLN

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WANY

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

Bartlett & Co Wealth Management's QCLN Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q1 2026 at 200 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Bartlett & Co Wealth Management first reported a position in QCLN in Q1 2018 and has held it in 32 quarters since. The position peaked at $14K in Q4 2020. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

Bartlett & Co Wealth Management held 200 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $11.7K as of Q1 2026.
Bartlett & Co Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #904 holding.
Bartlett & Co Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $14K in Q4 2020.
173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.