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

HBK Sorce 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
2025 Q1	–	Sell	-7,813	Closed	-$265K	–	616
2024 Q4	$265K	Sell	7,813 -172	-2%	-$5.94K	0.01%	483
2024 Q3	$287K	Buy	7,985 +378	+5%	+$13.2K	0.01%	463
2024 Q2	$259K	Buy	7,607 +383	+5%	+$13.3K	0.01%	478
2024 Q1	$251K	Buy	7,224 +152	+2%	+$5.39K	0.01%	501
2023 Q4	$298K	Buy	7,072 +540	+8%	+$20.5K	0.01%	424
2023 Q3	$278K	Hold	6,532	–	–	0.01%	437
2023 Q2	$334K	Buy	6,532 +2,513	+63%	+$121K	0.01%	415
2023 Q1	$210K	Sell	4,019 -3,977	-50%	-$208K	0.01%	529
2022 Q4	$377K	Buy	7,996 +3,864	+94%	+$212K	0.01%	487
2022 Q3	$235K	Buy	4,132 +116	+3%	+$7.08K	0.02%	418
2022 Q2	$210K	Buy	4,016 +120	+3%	+$6.58K	0.02%	418
2022 Q1	$252K	Buy	3,896 +211	+6%	+$12.5K	0.01%	441
2021 Q4	$250K	Buy	+3,685	New	+$266K	0.01%	500
2021 Q3	–	Sell	-3,115	Closed	-$216K	–	609
2021 Q2	$216K	Buy	+3,115	New	+$198K	0.01%	538

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

HBK Sorce Advisory's QCLN Position: Q1 2025 in Review

HBK Sorce Advisory sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 7,813 shares — an estimated $265K sold.

HBK Sorce Advisory first reported a position in QCLN in Q2 2021 and held it in 14 quarters. The position peaked at $377K in Q4 2022. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

HBK Sorce Advisory reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
HBK Sorce Advisory sold 7,813 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $265K.
HBK Sorce Advisory first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 14 quarters.
HBK Sorce Advisory's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $377K in Q4 2022.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on HBK Sorce Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.