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

Choate Investment 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
2025 Q3	–	Sell	-150	Closed	-$4.9K	–	475
2025 Q2	$4.9K	Buy	+150	New	+$4.46K	﹤0.01%	467
2023 Q4	–	Sell	-150	Closed	-$6.39K	–	445
2023 Q3	$6.39K	Hold	150	–	–	﹤0.01%	429
2023 Q2	$7.67K	Hold	150	–	–	﹤0.01%	345
2023 Q1	$7.83K	Hold	150	–	–	﹤0.01%	318
2022 Q4	$7.08K	Hold	150	–	–	﹤0.01%	326
2022 Q3	$9K	Hold	150	–	–	﹤0.01%	290
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	307
2022 Q1	$10K	Buy	+150	New	+$8.91K	﹤0.01%	348

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Choate Investment Advisors's QCLN Position: Q3 2025 in Review

Choate Investment Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2025, closing a stake of 150 shares — an estimated $4.9K sold.

Choate Investment Advisors first reported a position in QCLN in Q1 2022 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 149 funds tracked by Wall St. Rank hold QCLN as of Q3 2025.

Choate Investment Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 150 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2025, an estimated $4.9K.
Choate Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2022 and held it in 8 quarters.
Choate Investment Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $10K in Q1 2022.
149 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.