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

Heritage Wealth Advisors’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 		$11.4K Hold
186
– – ﹤0.01% 511
2026
Q1 		$8.66K Buy
+186
New +$9.06K ﹤0.01% 528

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

Heritage Wealth Advisors's QCLN Position: Q2 2026 in Review

Heritage Wealth Advisors held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q2 2026 at 186 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Heritage Wealth Advisors first reported a position in QCLN in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • Heritage Wealth Advisors held 186 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $11.4K as of Q2 2026.
  • Heritage Wealth Advisors left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #511 holding.
  • Heritage Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.