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

Focus Partners Wealth’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	$422K	Buy	9,073 +12	+0.1%	+$585	﹤0.01%	2014
2025 Q4	$404K	Buy	9,061 +2,026	+29%	+$91.2K	﹤0.01%	2044
2025 Q3	$295K	Hold	7,035	–	–	﹤0.01%	1853
2025 Q2	$230K	Sell	7,035 -1,010	-13%	-$30K	﹤0.01%	1801
2025 Q1	$230K	Buy	+8,045	New	+$259K	﹤0.01%	1694
2024 Q4	–	Sell	-42,574	Closed	-$1.73M	–	1962
2024 Q3	$1.73M	Buy	+42,574	New	+$1.49M	0.01%	805

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

Focus Partners Wealth's QCLN Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 0.13% in Q1 2026, buying an estimated $585 and bringing the position to 9,073 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Focus Partners Wealth first reported a position in QCLN in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.73M in Q3 2024. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

Focus Partners Wealth held 9,073 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $422K as of Q1 2026.
Focus Partners Wealth bought 12 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2026, an estimated $585.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2014 holding.
Focus Partners Wealth first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2024 and has held it in 6 quarters since.
Focus Partners Wealth's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.73M in Q3 2024.
173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.