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

Cherry Tree 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
2026 Q1	$44.7K	Hold	962	–	–	0.01%	280
2025 Q4	$42.9K	Buy	962 +1	+0.1%	+$45	0.01%	281
2025 Q3	$40.3K	Buy	961 +1	+0.1%	+$37	0.01%	273
2025 Q2	$31.4K	Hold	960	–	–	0.01%	291
2025 Q1	$27.5K	Buy	960 +1	+0.1%	+$32	0.01%	307
2024 Q4	$32.5K	Buy	+959	New	+$33.1K	0.01%	288

Other funds holding QCLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Cherry Tree Wealth Management's QCLN Position: Q1 2026 in Review

Cherry Tree Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q1 2026 at 962 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #280.

Cherry Tree Wealth Management first reported a position in QCLN in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

Cherry Tree Wealth Management held 962 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $44.7K as of Q1 2026.
Cherry Tree Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #280 holding.
Cherry Tree Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2024 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.