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Capital Investment Advisory Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Capital Investment Advisory Services’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
Q3 		– Sell
-50
Closed -$1.64K – 1127
2025
Q2 		$1.64K Hold
50
– – ﹤0.01% 1035
2025
Q1 		$1.43K Hold
50
– – ﹤0.01% 971
2024
Q4 		$1.7K Hold
50
– – ﹤0.01% 898
2024
Q3 		$1.8K Hold
50
– – ﹤0.01% 940
2024
Q2 		$1.7K Sell
50
-370
-88% -$12.8K ﹤0.01% 922
2024
Q1 		$14.6K Sell
420
-100
-19% -$3.55K ﹤0.01% 787
2023
Q4 		$21.9K Sell
520
-400
-43% -$15.2K ﹤0.01% 764
2023
Q3 		$39.2K Buy
920
+150
+19% +$7.33K ﹤0.01% 661
2023
Q2 		$39.4K Sell
770
-320
-29% -$15.4K ﹤0.01% 630
2023
Q1 		$56.9K Sell
1,090
-17
-2% -$890 0.01% 587
2022
Q4 		$52.2K Buy
1,107
+167
+18% +$9.15K 0.01% 610
2022
Q3 		$54K Buy
940
+75
+9% +$4.58K 0.01% 570
2022
Q2 		$45K Hold
865
– – 0.01% 601
2022
Q1 		$56K Buy
865
+5
+0.6% +$297 0.01% 616
2021
Q4 		$58K Sell
860
-45
-5% -$3.24K 0.01% 591
2021
Q3 		$57K Sell
905
-20
-2% -$1.31K 0.01% 560
2021
Q2 		$64K Buy
+925
New +$58.8K 0.01% 565
2021
Q1 		– Sell
-100
Closed -$7K – 757
2020
Q4 		$7K Hold
100
– – ﹤0.01% 644
2020
Q3 		$4K Hold
100
– – ﹤0.01% 588
2020
Q2 		$3K Hold
100
– – ﹤0.01% 534
2020
Q1 		$2K Hold
100
– – ﹤0.01% 537
2019
Q4 		$2K Buy
+100
New +$2.26K ﹤0.01% 530

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
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

Capital Investment Advisory Services's QCLN Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2025, closing a stake of 50 shares — an estimated $1.64K sold.

Capital Investment Advisory Services first reported a position in QCLN in Q4 2019 and held it in 22 quarters. The position peaked at $64K in Q2 2021. 149 funds tracked by Wall St. Rank hold QCLN as of Q3 2025.

  • Capital Investment Advisory Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 50 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2025, an estimated $1.64K.
  • Capital Investment Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2019 and held it in 22 quarters.
  • Capital Investment Advisory Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $64K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.