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

Copia 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 Q2	$8.95K	Hold	146	–	–	0.01%	352
2026 Q1	$6.79K	Hold	146	–	–	﹤0.01%	352
2025 Q4	$6.51K	Hold	146	–	–	﹤0.01%	358
2025 Q3	$6.13K	Hold	146	–	–	﹤0.01%	346
2025 Q2	$4.77K	Hold	146	–	–	﹤0.01%	344
2025 Q1	$4.18K	Hold	146	–	–	﹤0.01%	351
2024 Q4	$4.95K	Buy	+146	New	+$5.04K	﹤0.01%	316

Other funds holding QCLN

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Copia Wealth Management's QCLN Position: Q2 2026 in Review

Copia Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q2 2026 at 146 shares worth $8.95K. The position accounts for 0.01% of the portfolio, ranked #352.

Copia Wealth Management first reported a position in QCLN in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

Copia Wealth Management held 146 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $8.95K as of Q2 2026.
Copia Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #352 holding.
Copia Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.