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Coldstream Capital Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-222
Closed -$6.35K – 2798
2025
Q1 		$6.35K Buy
+222
New +$7.14K ﹤0.01% 2583

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Coldstream Capital Management's QCLN Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 222 shares — an estimated $6.35K sold.

Coldstream Capital Management first reported a position in QCLN in Q1 2025 and held it in 1 quarter. The position peaked at $6.35K in Q1 2025. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 222 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $6.35K.
  • Coldstream Capital Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $6.35K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.