CI
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CX Institutional’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

CX Institutional’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
Q3 		$212K Sell
4,382
-162
-4% -$8.26K 0.01% 734
2026
Q2 		$279K Sell
4,544
-319
-7% -$18.8K 0.01% 662
2026
Q1 		$226K Sell
4,863
-41
-0.8% -$2K 0.01% 685
2025
Q4 		$219K Sell
4,904
-73
-1% -$3.29K 0.01% 687
2025
Q3 		$209K Sell
4,977
-949
-16% -$35.3K 0.01% 680
2025
Q2 		$194K Sell
5,926
-46,511
-89% -$1.38M 0.01% 635
2025
Q1 		$1.5M Sell
52,437
-225,755
-81% -$7.26M 0.06% 223
2024
Q4 		$9.44M Buy
278,192
+97,087
+54% +$3.35M 0.37% 59
2024
Q3 		$6.5M Buy
181,105
+9,941
+6% +$348K 0.29% 93
2024
Q2 		$5.82M Buy
171,164
+51,756
+43% +$1.79M 0.27% 91
2024
Q1 		$4.14M Sell
119,408
-18,498
-13% -$656K 0.2% 126
2023
Q4 		$5.82M Buy
137,906
+57,803
+72% +$2.19M 0.31% 90
2023
Q3 		$3.41M Sell
80,103
-28,445
-26% -$1.39M 0.19% 135
2023
Q2 		$5.55M Buy
108,548
+13,380
+14% +$646K 0.29% 97
2023
Q1 		$4.87M Buy
95,168
+76,600
+413% +$4.01M 0.26% 108
2022
Q4 		$876K Sell
18,568
-641
-3% -$35.1K 0.05% 294
2022
Q3 		$1.09M Buy
19,209
+6,758
+54% +$413K 0.08% 245
2022
Q2 		$650K Sell
12,451
-4,956
-28% -$272K 0.05% 285
2022
Q1 		$1.13M Buy
17,407
+8,027
+86% +$477K 0.09% 205
2021
Q4 		$638K Buy
9,380
+2,628
+39% +$189K 0.05% 231
2021
Q3 		$423K Buy
6,752
+303
+5% +$19.8K 0.03% 276
2021
Q2 		$446K Buy
6,449
+2,699
+72% +$172K 0.04% 256
2021
Q1 		$257K Sell
3,750
-1,008
-21% -$77.4K 0.02% 279
2020
Q4 		$334K Sell
4,758
-12,314
-72% -$701K 0.03% 261
2020
Q3 		$757K Sell
17,072
-411
-2% -$15.8K 0.08% 186
2020
Q2 		$519K Buy
17,483
+2,554
+17% +$65.1K 0.07% 192
2020
Q1 		$299K Buy
14,929
+7,068
+90% +$180K 0.05% 203
2019
Q4 		$196K Sell
7,861
-388
-5% -$8.76K 0.03% 198
2019
Q3 		$177K Sell
8,249
-104
-1% -$2.25K 0.03% 220
2019
Q2 		$176K Buy
8,353
+2,362
+39% +$48.5K 0.03% 234
2019
Q1 		$120K Buy
5,991
+3,302
+123% +$65.1K 0.02% 259
2018
Q4 		$47K Buy
2,689
+99
+4% +$1.84K 0.01% 260
2018
Q3 		$51K Buy
2,590
+1,590
+159% +$32K 0.02% 187
2018
Q2 		$19K Buy
+1,000
New +$19.9K 0.01% 199

Other funds holding QCLN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CX Institutional's QCLN Position: Q3 2026 in Review

CX Institutional reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 3.6% in Q3 2026, selling an estimated $8.26K and leaving 4,382 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #734.

CX Institutional first reported a position in QCLN in Q2 2018 and has held it in 34 quarters since. The position peaked at $9.44M in Q4 2024. 12 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.

  • CX Institutional held 4,382 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $212K as of Q3 2026.
  • CX Institutional sold 162 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2026, an estimated $8.26K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #734 holding.
  • CX Institutional first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $9.44M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.