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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WANY

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

IAG Wealth Partners's QCLN Position: Q1 2026 in Review

IAG Wealth Partners held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q1 2026 at 420 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

IAG Wealth Partners first reported a position in QCLN in Q4 2019 and has held it in 26 quarters since. The position peaked at $74.2K in Q2 2023. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

IAG Wealth Partners held 420 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $19.5K as of Q1 2026.
IAG Wealth Partners left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #308 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 26 quarters since.
IAG Wealth Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $74.2K in Q2 2023.
173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.