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

EPG Wealth 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 Q2	–	Sell	-430	Closed	-$12.3K	–	405
2025 Q1	$12.3K	Sell	430 -175	-29%	-$5.63K	﹤0.01%	362
2024 Q4	$20.5K	Buy	605 +1	+0.2%	+$35	0.01%	342
2024 Q3	$21.7K	Buy	+604	New	+$21.2K	0.01%	341
2024 Q2	–	Sell	-600	Closed	-$20.8K	–	366
2024 Q1	$20.8K	Buy	+600	New	+$21.3K	0.01%	359
2022 Q4	–	Sell	-701	Closed	-$38.4K	–	379
2022 Q3	$40K	Buy	+701	New	+$42.8K	0.02%	272
2022 Q2	–	Sell	-1,150	Closed	-$74K	–	354
2022 Q1	$74K	Sell	1,150 -1,781	-61%	-$106K	0.03%	271
2021 Q4	$199K	Sell	2,931 -200	-6%	-$14.4K	0.07%	231
2021 Q3	$196K	Sell	3,131 -9,256	-75%	-$606K	0.08%	220
2021 Q2	$857K	Sell	12,387 -699	-5%	-$44.5K	0.36%	66
2021 Q1	$898K	Buy	13,086 +5,980	+84%	+$459K	0.44%	52
2020 Q4	$499K	Buy	+7,106	New	+$405K	0.3%	74

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

EPG Wealth Management's QCLN Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 430 shares — an estimated $12.3K sold.

EPG Wealth Management first reported a position in QCLN in Q4 2020 and held it in 11 quarters. The position peaked at $898K in Q1 2021. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

EPG Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 430 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $12.3K.
EPG Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 11 quarters.
EPG Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $898K in Q1 2021.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.