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Capital Analysts LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Capital Analysts LLC’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 		$88K Buy
1,888
+127
+7% +$6.19K ﹤0.01% 826
2025
Q4 		$79K Buy
1,761
+192
+12% +$8.64K ﹤0.01% 823
2025
Q3 		$66K Sell
1,569
-693
-31% -$25.8K ﹤0.01% 825
2025
Q2 		$74K Sell
2,262
-43
-2% -$1.28K ﹤0.01% 733
2025
Q1 		$66K Sell
2,305
-1,179
-34% -$37.9K ﹤0.01% 738
2024
Q4 		$118K Sell
3,484
-10
-0.3% -$345 ﹤0.01% 578
2024
Q3 		$125K Sell
3,494
-7,763
-69% -$272K 0.01% 548
2024
Q2 		$383K Buy
11,257
+222
+2% +$7.7K 0.02% 366
2024
Q1 		$383K Sell
11,035
-314
-3% -$11.1K 0.02% 348
2023
Q4 		$479K Buy
11,349
+1,564
+16% +$59.4K 0.02% 320
2023
Q3 		$417K Sell
9,785
-16,397
-63% -$801K 0.02% 321
2023
Q2 		$1.34M Sell
26,182
-2,578
-9% -$124K 0.07% 198
2023
Q1 		$1.5M Buy
28,760
+468
+2% +$24.5K 0.09% 181
2022
Q4 		$1.33M Buy
28,292
+2,960
+12% +$162K 0.08% 192
2022
Q3 		$1.44M Buy
25,332
+3,250
+15% +$198K 0.1% 179
2022
Q2 		$1.15M Buy
22,082
+1,667
+8% +$91.3K 0.08% 195
2022
Q1 		$1.32M Buy
20,415
+3,122
+18% +$186K 0.08% 192
2021
Q4 		$1.18M Buy
17,293
+148
+0.9% +$10.7K 0.07% 205
2021
Q3 		$1.07M Sell
17,145
-65
-0.4% -$4.26K 0.07% 206
2021
Q2 		$1.19M Buy
17,210
+7,896
+85% +$502K 0.08% 196
2021
Q1 		$639K Buy
9,314
+3,603
+63% +$277K 0.04% 234
2020
Q4 		$401K Buy
5,711
+274
+5% +$15.6K 0.04% 207
2020
Q3 		$241K Buy
5,437
+799
+17% +$30.7K 0.02% 237
2020
Q2 		$138K Buy
4,638
+8
+0.2% +$204 0.01% 249
2020
Q1 		$93K Buy
4,630
+646
+16% +$16.4K 0.01% 261
2019
Q4 		$99K Buy
3,984
+14
+0.4% +$316 0.01% 297
2019
Q3 		$84K Buy
3,970
+616
+18% +$13.3K 0.01% 305
2019
Q2 		$71K Sell
3,354
-374
-10% -$7.67K 0.01% 322
2019
Q1 		$74K Buy
+3,728
New +$73.5K 0.01% 297

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
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

Capital Analysts LLC's QCLN Position: Q1 2026 in Review

Capital Analysts LLC increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 7.2% in Q1 2026, buying an estimated $6.19K and bringing the position to 1,888 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Capital Analysts LLC first reported a position in QCLN in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.5M in Q1 2023. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

  • Capital Analysts LLC held 1,888 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $88K as of Q1 2026.
  • Capital Analysts LLC bought 127 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2026, an estimated $6.19K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #826 holding.
  • Capital Analysts LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2019 and has held it in 29 quarters since.
  • Capital Analysts LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.5M in Q1 2023.
  • 173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.