Evelyn Partners Asset Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Evelyn Partners Asset 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
2026 Q1	$207K	Buy	4,460 +251	+6%	+$12.2K	0.05%	104
2025 Q4	$188K	Sell	4,209 -395	-9%	-$17.8K	0.04%	107
2025 Q3	$193K	Hold	4,604	–	–	0.04%	103
2025 Q2	$151K	Buy	4,604 +721	+19%	+$21.4K	0.04%	103
2025 Q1	$111K	Hold	3,883	–	–	0.03%	114
2024 Q4	$132K	Buy	+3,883	New	+$134K	0.04%	109

Other funds holding QCLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Evelyn Partners Asset Management's QCLN Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 6% in Q1 2026, buying an estimated $12.2K and bringing the position to 4,460 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #104.

Evelyn Partners Asset Management first reported a position in QCLN in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

Evelyn Partners Asset Management held 4,460 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $207K as of Q1 2026.
Evelyn Partners Asset Management bought 251 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2026, an estimated $12.2K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.05% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #104 holding.
Evelyn Partners Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2024 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.