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Gladstone Institutional Advisory’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$1.52M Sell
24,801
-174
-0.7% -$10.2K 0.05% 340
2026
Q1 		$1.16M Buy
+24,975
New +$1.22M 0.04% 348
2024
Q2 		– Sell
-5,811
Closed -$202K – 686
2024
Q1 		$202K Sell
5,811
-3,450
-37% -$122K 0.01% 609
2023
Q4 		$391K Sell
9,261
-3,587
-28% -$136K 0.02% 465
2023
Q3 		$548K Buy
12,848
+1,705
+15% +$83.3K 0.04% 371
2023
Q2 		$570K Buy
11,143
+1,131
+11% +$54.6K 0.03% 377
2023
Q1 		$523K Sell
10,012
-1,120
-10% -$58.7K 0.03% 393
2022
Q4 		$525K Sell
11,132
-30,164
-73% -$1.65M 0.04% 387
2022
Q3 		$2.35M Buy
41,296
+13,905
+51% +$849K 0.18% 141
2022
Q2 		$1.43M Buy
27,391
+13,272
+94% +$727K 0.11% 208
2022
Q1 		$912K Sell
14,119
-23,913
-63% -$1.42M 0.06% 308
2021
Q4 		$2.58M Sell
38,032
-2,473
-6% -$178K 0.2% 141
2021
Q3 		$2.54M Sell
40,505
-6
-0% -$393 0.25% 117
2021
Q2 		$2.8M Sell
40,511
-40,491
-50% -$2.58M 0.33% 76
2021
Q1 		$5.56M Buy
81,002
+40,288
+99% +$3.09M 0.86% 27
2020
Q4 		$2.86M Buy
40,714
+10,661
+35% +$607K 0.57% 46
2020
Q3 		$1.33M Buy
+30,053
New +$1.15M 0.32% 70

Other funds holding QCLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gladstone Institutional Advisory's QCLN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 0.7% in Q2 2026, selling an estimated $10.2K and leaving 24,801 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #340.

Gladstone Institutional Advisory first reported a position in QCLN in Q3 2020 and has held it in 17 quarters since. The position peaked at $5.56M in Q1 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • Gladstone Institutional Advisory held 24,801 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $1.52M as of Q2 2026.
  • Gladstone Institutional Advisory sold 174 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $10.2K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #340 holding.
  • Gladstone Institutional Advisory first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $5.56M in Q1 2021.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.