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

Cassady Schiller 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
2024 Q4	$1.15K	Hold	34	–	–	﹤0.01%	752
2024 Q3	$1.22K	Hold	34	–	–	﹤0.01%	414
2024 Q2	$1.16K	Hold	34	–	–	﹤0.01%	423
2024 Q1	$1.18K	Hold	34	–	–	﹤0.01%	445
2023 Q4	$1.43K	Hold	34	–	–	﹤0.01%	400
2023 Q3	$1.45K	Hold	34	–	–	﹤0.01%	416
2023 Q2	$1.74K	Hold	34	–	–	﹤0.01%	424
2023 Q1	$1.78K	Hold	34	–	–	﹤0.01%	400
2022 Q4	$1.6K	Buy	+34	New	+$1.86K	﹤0.01%	422

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cassady Schiller Wealth Management's QCLN Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q4 2024 at 34 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Cassady Schiller Wealth Management first reported a position in QCLN in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.78K in Q1 2023. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

Cassady Schiller Wealth Management held 34 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $1.15K as of Q4 2024.
Cassady Schiller Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q4 2024.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #752 holding.
Cassady Schiller Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.78K in Q1 2023.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.