Central Valley Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Central Valley Advisors’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 Q2	$349K	Sell	5,690 -300	-5%	-$17.6K	0.09%	145
2026 Q1	$278K	Hold	5,990	–	–	0.08%	155
2025 Q4	$267K	Sell	5,990 -100	-2%	-$4.5K	0.08%	131
2025 Q3	$256K	Buy	+6,090	New	+$227K	0.08%	134
2025 Q1	–	Sell	-7,829	Closed	-$266K	–	145
2024 Q4	$266K	Sell	7,829 -2,068	-21%	-$71.4K	0.12%	120
2024 Q3	$355K	Sell	9,897 -600	-6%	-$21K	0.2%	89
2024 Q2	$873K	Sell	10,497 -301	-3%	-$10.4K	0.37%	51
2024 Q1	$374K	Sell	10,798 -580	-5%	-$20.6K	0.19%	96
2023 Q4	$480K	Buy	+11,378	New	+$432K	0.28%	80

Other funds holding QCLN

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Central Valley Advisors's QCLN Position: Q2 2026 in Review

Central Valley Advisors reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 5% in Q2 2026, selling an estimated $17.6K and leaving 5,690 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #145.

Central Valley Advisors first reported a position in QCLN in Q4 2023 and has held it in 9 quarters since. The position peaked at $873K in Q2 2024. 25 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

Central Valley Advisors held 5,690 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $349K as of Q2 2026.
Central Valley Advisors sold 300 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $17.6K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.09% of Central Valley Advisors's portfolio in Q2 2026, its #145 holding.
Central Valley Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2023 and has held it in 9 quarters since.
Central Valley Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $873K in Q2 2024.
25 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.