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

Eley Financial 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
2025 Q1	–	Sell	-7,950	Closed	-$270K	–	68
2024 Q4	$270K	Sell	7,950 -504	-6%	-$17.4K	0.11%	67
2024 Q3	$304K	Buy	8,454 +1,018	+14%	+$35.7K	0.12%	66
2024 Q2	$253K	Buy	7,436 +1,309	+21%	+$45.4K	0.11%	65
2024 Q1	$212K	Hold	6,127	–	–	0.09%	66
2023 Q4	$258K	Sell	6,127 -8,038	-57%	-$305K	0.12%	67
2023 Q3	$602K	Buy	14,165 +3,243	+30%	+$158K	0.31%	60
2023 Q2	$559K	Buy	10,922 +1,521	+16%	+$73.4K	0.27%	61
2023 Q1	$491K	Buy	9,401 +152	+2%	+$7.96K	0.25%	62
2022 Q4	$436K	Buy	+9,249	New	+$507K	0.24%	62

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

Eley Financial Management's QCLN Position: Q1 2025 in Review

Eley Financial Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 7,950 shares — an estimated $270K sold.

Eley Financial Management first reported a position in QCLN in Q4 2022 and held it in 9 quarters. The position peaked at $602K in Q3 2023. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

Eley Financial Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
Eley Financial Management sold 7,950 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $270K.
Eley Financial Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 9 quarters.
Eley Financial Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $602K in Q3 2023.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Eley Financial Management's 13F filing for Q1 2025, filed 13 May 2025.