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

Evelyn Partners Investment Management Services’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	$21.3K	Hold	458	–	–	﹤0.01%	222
2025 Q4	$20.4K	Sell	458 -96	-17%	-$4.32K	﹤0.01%	212
2025 Q3	$23.2K	Buy	554 +298	+116%	+$11.1K	﹤0.01%	215
2025 Q2	$8.37K	Sell	256 -214	-46%	-$6.36K	﹤0.01%	229
2025 Q1	$13.5K	Hold	470	–	–	﹤0.01%	218
2024 Q4	$15.9K	Buy	+470	New	+$16.2K	﹤0.01%	217

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WANY

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

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

Evelyn Partners Investment Management Services held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q1 2026 at 458 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Evelyn Partners Investment Management Services first reported a position in QCLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.2K in Q3 2025. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

Evelyn Partners Investment Management Services held 458 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $21.3K as of Q1 2026.
Evelyn Partners Investment Management Services left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #222 holding.
Evelyn Partners Investment Management Services 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.
Evelyn Partners Investment Management Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $23.2K in Q3 2025.
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 Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.