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 Q2	$12.3K	Hold	200	–	–	﹤0.01%	965
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

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

Bartlett & Co Wealth Management's QCLN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q2 2026 at 200 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Bartlett & Co Wealth Management first reported a position in QCLN in Q1 2018 and has held it in 33 quarters since. The position peaked at $14K in Q4 2020. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

Bartlett & Co Wealth Management held 200 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $12.3K as of Q2 2026.
Bartlett & Co Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #965 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 33 quarters since.
Bartlett & Co Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $14K in Q4 2020.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.