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QCLN icon

Concourse Financial Group Securities’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-2,277
Closed -$77.1K – 1568
2024
Q4 		$77.1K Buy
2,277
+26
+1% +$898 ﹤0.01% 1029
2024
Q3 		$80.8K Buy
2,251
+215
+11% +$7.53K ﹤0.01% 1011
2024
Q2 		$69.2K Sell
2,036
-26
-1% -$901 ﹤0.01% 1055
2024
Q1 		$71.5K Buy
2,062
+76
+4% +$2.7K ﹤0.01% 1042
2023
Q4 		$83.7K Sell
1,986
-354
-15% -$13.4K 0.01% 951
2023
Q3 		$99.8K Buy
2,340
+163
+7% +$7.96K 0.01% 854
2023
Q2 		$111K Buy
2,177
+126
+6% +$6.08K 0.01% 848
2023
Q1 		$107K Buy
2,051
+205
+11% +$10.7K 0.01% 849
2022
Q4 		$87.1K Sell
1,846
-778
-30% -$42.6K 0.01% 877
2022
Q3 		$149K Buy
2,624
+961
+58% +$58.7K 0.01% 608
2022
Q2 		$87K Sell
1,663
-605
-27% -$33.1K 0.01% 864
2022
Q1 		$147K Sell
2,268
-3,508
-61% -$208K 0.01% 736
2021
Q4 		$393K Buy
5,776
+1,264
+28% +$91.1K 0.02% 543
2021
Q3 		$282K Buy
4,512
+286
+7% +$18.7K 0.02% 602
2021
Q2 		$292K Sell
4,226
-690
-14% -$43.9K 0.02% 602
2021
Q1 		$337K Sell
4,916
-735
-13% -$56.4K 0.02% 517
2020
Q4 		$397K Buy
5,651
+2,320
+70% +$132K 0.03% 429
2020
Q3 		$148K Buy
+3,331
New +$128K 0.01% 641

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Concourse Financial Group Securities's QCLN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 2,277 shares — an estimated $77.1K sold.

Concourse Financial Group Securities first reported a position in QCLN in Q3 2020 and held it in 18 quarters. The position peaked at $397K in Q4 2020. 152 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,277 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $77.1K.
  • Concourse Financial Group Securities first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 18 quarters.
  • Concourse Financial Group Securities's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $397K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.