Golden State Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Golden State Wealth 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	-30	Closed	-$859	–	1647
2025 Q1	$859	Hold	30	–	–	﹤0.01%	1445
2024 Q4	$1.02K	Buy	+30	New	+$1.04K	﹤0.01%	1357
2022 Q1	–	Sell	-3,122	Closed	-$212K	–	350
2021 Q4	$212K	Buy	+3,122	New	+$225K	0.04%	345
2020 Q3	–	Sell	-748,029	Closed	-$35.3M	–	446
2020 Q2	$35.3M	Buy	748,029 +747,529	+149,506%	+$19.1M	11.32%	2
2020 Q1	$10K	Buy	+500	New	+$12.7K	﹤0.01%	625
2019 Q4	–	Sell	-94	Closed	-$2K	–	711
2019 Q3	$2K	Hold	94	–	–	﹤0.01%	983
2019 Q2	$1K	Buy	+94	New	+$1.93K	﹤0.01%	1033

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 $71.6B AUM 21.08% 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

Golden State Wealth Management's QCLN Position: Q2 2025 in Review

Golden State Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 30 shares — an estimated $859 sold.

Golden State Wealth Management first reported a position in QCLN in Q2 2019 and held it in 7 quarters. The position peaked at $35.3M in Q2 2020. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

Golden State Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 30 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $859.
Golden State Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2019 and held it in 7 quarters.
Golden State Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $35.3M in Q2 2020.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.