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

Blue Bell Private 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	-21	Closed	-$675	–	745
2024 Q4	$713	Hold	21	–	–	﹤0.01%	649
2024 Q3	$754	Hold	21	–	–	﹤0.01%	660
2024 Q2	$714	Hold	21	–	–	﹤0.01%	682
2024 Q1	$728	Hold	21	–	–	﹤0.01%	692
2023 Q4	$886	Buy	21 +9	+75%	+$342	﹤0.01%	677
2023 Q3	$512	Hold	12	–	–	﹤0.01%	662
2023 Q2	$614	Hold	12	–	–	﹤0.01%	668
2023 Q1	$627	Sell	12 -100	-89%	-$5.24K	﹤0.01%	641
2022 Q4	$5.29K	Hold	112	–	–	﹤0.01%	455
2022 Q3	$6K	Hold	112	–	–	﹤0.01%	447
2022 Q2	$6K	Hold	112	–	–	﹤0.01%	481
2022 Q1	$7K	Hold	112	–	–	﹤0.01%	496
2021 Q4	$8K	Buy	+112	New	+$8.07K	﹤0.01%	449

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

Blue Bell Private Wealth Management's QCLN Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 21 shares — an estimated $675 sold.

Blue Bell Private Wealth Management first reported a position in QCLN in Q4 2021 and held it in 13 quarters. The position peaked at $8K in Q4 2021. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

Blue Bell Private 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.
Blue Bell Private Wealth Management sold 21 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $675.
Blue Bell Private Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $8K in Q4 2021.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.