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

EP Wealth Advisors’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	$321K	Buy	+5,233	New	+$308K	﹤0.01%	1252

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

EP Wealth Advisors's QCLN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2026: 5,233 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings.

181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

EP Wealth Advisors held 5,233 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $321K as of Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund was a new EP Wealth Advisors position in Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1252 holding.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.