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 Q3	$267K	Sell	5,540 -150	-3%	-$7.65K	0.07%	141
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VPC

Valen Private Capital Paoli, Pennsylvania $323M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Evelyn Partners London $6.26B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Central Valley Advisors's QCLN Position: Q3 2026 in Review

Central Valley Advisors reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 2.6% in Q3 2026, selling an estimated $7.65K and leaving 5,540 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #141.

Central Valley Advisors first reported a position in QCLN in Q4 2023 and has held it in 10 quarters since. The position peaked at $873K in Q2 2024. 100 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.

Central Valley Advisors held 5,540 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $267K as of Q3 2026.
Central Valley Advisors sold 150 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2026, an estimated $7.65K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.07% of Central Valley Advisors's portfolio in Q3 2026, its #141 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 10 quarters since.
Central Valley Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $873K in Q2 2024.
100 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.