Carson Wealth (CWM LLC)
QCLN icon

Carson Wealth (CWM LLC)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Carson Wealth (CWM 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 		$650K Buy
13,986
+2,817
+25% +$137K ﹤0.01% 1827
2025
Q4 		$498K Sell
11,169
-291
-3% -$13.1K ﹤0.01% 1921
2025
Q3 		$481K Sell
11,460
-149
-1% -$5.55K ﹤0.01% 1830
2025
Q2 		$380K Buy
11,609
+150
+1% +$4.46K ﹤0.01% 1726
2025
Q1 		$328K Sell
11,459
-1,170
-9% -$37.6K ﹤0.01% 1624
2024
Q4 		$429K Sell
12,629
-5,014
-28% -$173K ﹤0.01% 1447
2024
Q3 		$634K Sell
17,643
-95
-0.5% -$3.33K ﹤0.01% 1226
2024
Q2 		$603K Sell
17,738
-562
-3% -$19.5K ﹤0.01% 1119
2024
Q1 		$635K Buy
18,300
+2,723
+17% +$96.6K ﹤0.01% 1037
2023
Q4 		$657K Buy
15,577
+490
+3% +$18.6K ﹤0.01% 960
2023
Q3 		$643K Buy
15,087
+378
+3% +$18.5K ﹤0.01% 902
2023
Q2 		$753K Sell
14,709
-219
-1% -$10.6K ﹤0.01% 804
2023
Q1 		$780K Buy
14,928
+1,058
+8% +$55.4K 0.01% 733
2022
Q4 		$655K Sell
13,870
-273
-2% -$15K ﹤0.01% 724
2022
Q3 		$806K Sell
14,143
-292
-2% -$17.8K 0.01% 609
2022
Q2 		$754K Sell
14,435
-6,629
-31% -$363K 0.01% 629
2022
Q1 		$1.36M Buy
21,064
+787
+4% +$46.8K 0.01% 489
2021
Q4 		$1.38M Buy
+20,277
New +$1.46M 0.01% 518
2021
Q2 		$1.02M Hold
14,772
– – 0.01% 557
2021
Q1 		$1.02M Hold
14,772
– – 0.01% 557
2020
Q4 		$1.02M Hold
14,772
– – 0.01% 557
2020
Q3 		$1.02M Hold
14,772
– – 0.01% 557
2020
Q2 		$1.02M Hold
14,772
– – 0.01% 557
2020
Q1 		$1.02M Hold
14,772
– – 0.01% 557
2019
Q4 		$1.02M Hold
14,772
– – 0.01% 557
2019
Q3 		$1.02M Hold
14,772
– – 0.01% 557
2019
Q2 		$1.02M Hold
14,772
– – 0.01% 557
2019
Q1 		$1.02M Buy
+14,772
New +$291K 0.01% 557

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $82.3B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QCLN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 25% in Q1 2026, buying an estimated $137K and bringing the position to 13,986 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Carson Wealth (CWM LLC) first reported a position in QCLN in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.38M in Q4 2021. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,986 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $650K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,817 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2026, an estimated $137K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1827 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.38M in Q4 2021.
  • 173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.