Creative Planning
QCLN icon

Creative Planning’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Creative Planning’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 		$503K Sell
8,210
-667
-8% -$39.2K ﹤0.01% 3180
2026
Q1 		$413K Sell
8,877
-126
-1% -$6.14K ﹤0.01% 3174
2025
Q4 		$401K Sell
9,003
-151
-2% -$6.8K ﹤0.01% 3023
2025
Q3 		$384K Buy
9,154
+881
+11% +$32.8K ﹤0.01% 2951
2025
Q2 		$270K Sell
8,273
-1,119
-12% -$33.3K ﹤0.01% 2994
2025
Q1 		$269K Sell
9,392
-3
-0% -$96 ﹤0.01% 2851
2024
Q4 		$319K Sell
9,395
-2,562
-21% -$88.5K ﹤0.01% 2610
2024
Q3 		$429K Sell
11,957
-2,102
-15% -$73.7K ﹤0.01% 2241
2024
Q2 		$478K Sell
14,059
-37,779
-73% -$1.31M ﹤0.01% 1977
2024
Q1 		$1.8M Sell
51,838
-23,116
-31% -$820K ﹤0.01% 1014
2023
Q4 		$3.16M Sell
74,954
-83,526
-53% -$3.17M 0.01% 721
2023
Q3 		$6.76M Sell
158,480
-29,260
-16% -$1.43M 0.01% 447
2023
Q2 		$9.6M Buy
187,740
+6,472
+4% +$312K 0.01% 356
2023
Q1 		$9.47M Sell
181,268
-3,256
-2% -$171K 0.01% 352
2022
Q4 		$8.71M Sell
184,524
-9,179
-5% -$503K 0.01% 362
2022
Q3 		$11M Buy
193,703
+3,190
+2% +$195K 0.02% 285
2022
Q2 		$9.95M Buy
190,513
+18,444
+11% +$1.01M 0.02% 324
2022
Q1 		$11.1M Buy
172,069
+163,359
+1,876% +$9.71M 0.02% 300
2021
Q4 		$592K Sell
8,710
-199
-2% -$14.3K ﹤0.01% 1210
2021
Q3 		$558K Sell
8,909
-420
-5% -$27.5K ﹤0.01% 1226
2021
Q2 		$646K Sell
9,329
-7,007
-43% -$446K ﹤0.01% 1137
2021
Q1 		$1.12M Buy
16,336
+6,687
+69% +$513K ﹤0.01% 967
2020
Q4 		$678K Sell
9,649
-12,078
-56% -$688K ﹤0.01% 1143
2020
Q3 		$964K Buy
21,727
+13,137
+153% +$504K ﹤0.01% 817
2020
Q2 		$255K Buy
+8,590
New +$219K ﹤0.01% 1404
2020
Q1 		– Sell
-17,005
Closed -$423K – 2044
2019
Q4 		$423K Buy
17,005
+334
+2% +$7.54K ﹤0.01% 1201
2019
Q3 		$357K Sell
16,671
-1,165
-7% -$25.2K ﹤0.01% 1255
2019
Q2 		$377K Hold
17,836
– – ﹤0.01% 1229
2019
Q1 		$358K Sell
17,836
-1,324
-7% -$26.1K ﹤0.01% 1233
2018
Q4 		$338K Sell
19,160
-583
-3% -$10.9K ﹤0.01% 1167
2018
Q3 		$389K Hold
19,743
– – ﹤0.01% 1234
2018
Q2 		$385K Sell
19,743
-7,101
-26% -$141K ﹤0.01% 1220
2018
Q1 		$524K Buy
26,844
+9,761
+57% +$199K ﹤0.01% 1057
2017
Q4 		$347K Buy
17,083
+465
+3% +$9.37K ﹤0.01% 1280
2017
Q3 		$320K Buy
16,618
+1,946
+13% +$36.4K ﹤0.01% 1298
2017
Q2 		$265K Buy
14,672
+1,813
+14% +$31.3K ﹤0.01% 1362
2017
Q1 		$216K Buy
12,859
+2,931
+30% +$47.7K ﹤0.01% 1439
2016
Q4 		$153K Hold
9,928
– – ﹤0.01% 1567
2016
Q3 		$150K Buy
9,928
+7,902
+390% +$118K ﹤0.01% 1586
2016
Q2 		$29K Hold
2,026
– – ﹤0.01% 2523
2016
Q1 		$30K Buy
2,026
+2,021
+40,420% +$28.8K ﹤0.01% 2461
2015
Q4 		$0 Hold
5
– – ﹤0.01% 4539
2015
Q3 		$0 Buy
+5
New +$80 ﹤0.01% 4346
2013
Q4 		– Sell
-300
Closed -$5K – 3442
2013
Q3 		$5K Buy
+300
New +$4.61K ﹤0.01% 2737

Other funds holding QCLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's QCLN Position: Q2 2026 in Review

Creative Planning reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 7.5% in Q2 2026, selling an estimated $39.2K and leaving 8,210 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Creative Planning first reported a position in QCLN in Q3 2013 and has held it in 44 quarters since. The position peaked at $11.1M in Q1 2022. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • Creative Planning held 8,210 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $503K as of Q2 2026.
  • Creative Planning sold 667 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $39.2K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3180 holding.
  • Creative Planning first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2013 and has held it in 44 quarters since.
  • Creative Planning's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $11.1M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.