Coppell Advisory Solutions’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Coppell Advisory Solutions’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	-189	Closed	-$6.51K	–	1480
2024 Q4	$6.51K	Hold	189	–	–	﹤0.01%	1256
2024 Q3	$6.88K	Hold	189	–	–	﹤0.01%	1184
2024 Q2	$6.43K	Buy	+189	New	+$6.55K	﹤0.01%	1136
2023 Q4	$12.5K	Buy	296 +143	+93%	+$5.43K	﹤0.01%	883
2023 Q3	$7.23K	Hold	153	–	–	﹤0.01%	662
2023 Q2	$7.68K	Buy	+153	New	+$7.38K	﹤0.01%	754
2023 Q1	–	Sell	-153	Closed	-$7.23K	–	852
2022 Q4	$7.23K	Buy	+153	New	+$8.38K	﹤0.01%	666

Other funds holding QCLN

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Coppell Advisory Solutions's QCLN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 189 shares — an estimated $6.51K sold.

Coppell Advisory Solutions first reported a position in QCLN in Q4 2022 and held it in 7 quarters. The position peaked at $12.5K in Q4 2023. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 189 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $6.51K.
Coppell Advisory Solutions first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $12.5K in Q4 2023.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.