Gerber Kawasaki Wealth & Investment Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Gerber Kawasaki Wealth & Investment 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	-7,841	Closed	-$224K	–	325
2025 Q1	$224K	Sell	7,841 -1,361	-15%	-$43.8K	0.01%	276
2024 Q4	$312K	Sell	9,202 -1,440	-14%	-$49.8K	0.01%	227
2024 Q3	$382K	Sell	10,642 -3,868	-27%	-$136K	0.02%	208
2024 Q2	$494K	Sell	14,510 -10,113	-41%	-$351K	0.02%	174
2024 Q1	$854K	Sell	24,623 -335,867	-93%	-$11.9M	0.05%	139
2023 Q4	$15.2M	Buy	+360,490	New	+$13.7M	0.91%	29
2021 Q4	–	Sell	-414	Closed	-$25K	–	883
2021 Q3	$25K	Buy	+414	New	+$27.1K	﹤0.01%	457

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 $79.5B AUM 27.1% 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

Gerber Kawasaki Wealth & Investment Management's QCLN Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 7,841 shares — an estimated $224K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in QCLN in Q3 2021 and held it in 7 quarters. The position peaked at $15.2M in Q4 2023. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 7,841 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $224K.
Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 7 quarters.
Gerber Kawasaki Wealth & Investment Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $15.2M in Q4 2023.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.