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

IMG 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
Q3 		– Sell
-1
Closed -$33 – 558
2025
Q2 		$33 Hold
1
– – ﹤0.01% 481
2025
Q1 		$29 Hold
1
– – ﹤0.01% 292
2024
Q4 		$34 Buy
+1
New +$35 ﹤0.01% 258

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
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

IMG Wealth Management's QCLN Position: Q3 2025 in Review

IMG Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2025, closing a stake of 1 share — an estimated $33 sold.

IMG Wealth Management first reported a position in QCLN in Q4 2024 and held it in 3 quarters. The position peaked at $34 in Q4 2024. 149 funds tracked by Wall St. Rank hold QCLN as of Q3 2025.

  • IMG Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2025 after selling out during the quarter.
  • IMG Wealth Management sold 1 First Trust NASDAQ Clean Edge Green Energy Index Fund share in Q3 2025, an estimated $33.
  • IMG Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2024 and held it in 3 quarters.
  • IMG Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $34 in Q4 2024.
  • 149 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2025.

Based on IMG Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.