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

Bullock 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	-40	Closed	-$1.35K	–	614
2024 Q4	$1.35K	Hold	40	–	–	﹤0.01%	532
2024 Q3	$1.4K	Hold	40	–	–	﹤0.01%	512
2024 Q2	$1.34K	Buy	40 +1	+3%	+$35	﹤0.01%	497
2024 Q1	$1.36K	Buy	+39	New	+$1.38K	﹤0.01%	504

Other funds holding QCLN

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bullock Wealth Management's QCLN Position: Q1 2025 in Review

Bullock Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 40 shares — an estimated $1.35K sold.

Bullock Wealth Management first reported a position in QCLN in Q1 2024 and held it in 4 quarters. The position peaked at $1.4K in Q3 2024. 152 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

Bullock 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.
Bullock Wealth Management sold 40 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $1.35K.
Bullock Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2024 and held it in 4 quarters.
Bullock Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.4K in Q3 2024.
152 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.