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

IAG Wealth Partners’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 Q3	$20.3K	Hold	420	–	–	﹤0.01%	324
2026 Q2	$25.8K	Hold	420	–	–	﹤0.01%	283
2026 Q1	$19.5K	Hold	420	–	–	﹤0.01%	308
2025 Q4	$18.7K	Hold	420	–	–	﹤0.01%	298
2025 Q3	$17.6K	Hold	420	–	–	﹤0.01%	318
2025 Q2	$13.7K	Hold	420	–	–	﹤0.01%	313
2025 Q1	$12K	Hold	420	–	–	﹤0.01%	321
2024 Q4	$14.3K	Hold	420	–	–	﹤0.01%	306
2024 Q3	$15.1K	Hold	420	–	–	﹤0.01%	301
2024 Q2	$14.3K	Hold	420	–	–	﹤0.01%	295
2024 Q1	$14.6K	Hold	420	–	–	﹤0.01%	271
2023 Q4	$17.7K	Hold	420	–	–	﹤0.01%	240
2023 Q3	$17.9K	Sell	420 -1,030	-71%	-$50.3K	0.01%	234
2023 Q2	$74.2K	Buy	1,450 +1,030	+245%	+$49.7K	0.02%	134
2023 Q1	$21.9K	Hold	420	–	–	0.01%	216
2022 Q4	$19.8K	Hold	420	–	–	0.01%	219
2022 Q3	$24K	Hold	420	–	–	0.01%	188
2022 Q2	$22K	Hold	420	–	–	0.01%	196
2022 Q1	$27K	Sell	420 -125	-23%	-$7.43K	0.01%	193
2021 Q4	$37K	Hold	545	–	–	0.01%	165
2021 Q3	$35K	Hold	545	–	–	0.01%	154
2021 Q2	$38K	Sell	545 -54	-9%	-$3.43K	0.01%	143
2021 Q1	$42K	Hold	599	–	–	0.02%	125
2020 Q4	$43K	Hold	599	–	–	0.02%	117
2020 Q3	$27K	Hold	599	–	–	0.01%	140
2020 Q2	$18K	Hold	599	–	–	0.01%	168
2020 Q1	$13K	Hold	599	–	–	0.01%	182
2019 Q4	$15K	Buy	+599	New	+$13.5K	0.01%	206

Other funds holding QCLN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VPC

Valen Private Capital Paoli, Pennsylvania $323M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IAG Wealth Partners's QCLN Position: Q3 2026 in Review

IAG Wealth Partners held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q3 2026 at 420 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

IAG Wealth Partners first reported a position in QCLN in Q4 2019 and has held it in 28 quarters since. The position peaked at $74.2K in Q2 2023. 90 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.

IAG Wealth Partners held 420 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $20.3K as of Q3 2026.
IAG Wealth Partners left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #324 holding.
IAG Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $74.2K in Q2 2023.
90 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.