Independent Financial Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Independent Financial Group’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
2023 Q3	–	Sell	-5,946	Closed	-$304K	–	941
2023 Q2	$304K	Buy	5,946 +104	+2%	+$5.02K	0.02%	637
2023 Q1	$305K	Sell	5,842 -485	-8%	-$25.4K	0.02%	598
2022 Q4	$299K	Buy	6,327 +183	+3%	+$10K	0.03%	553
2022 Q3	$350K	Buy	6,144 +226	+4%	+$13.8K	0.03%	499
2022 Q2	$309K	Buy	5,918 +86	+1%	+$4.71K	0.03%	496
2022 Q1	$377K	Sell	5,832 -4,918	-46%	-$292K	0.03%	521
2021 Q4	$731K	Buy	10,750 +2,684	+33%	+$193K	0.06%	329
2021 Q3	$505K	Buy	8,066 +245	+3%	+$16K	0.05%	360
2021 Q2	$541K	Buy	+7,821	New	+$497K	0.06%	347
2021 Q1	–	Sell	-5,558	Closed	-$390K	–	669
2020 Q4	$390K	Buy	+5,558	New	+$317K	0.06%	359

Other funds holding QCLN

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

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

Independent Financial Group's QCLN Position: Q3 2023 in Review

Independent Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2023, closing a stake of 5,946 shares — an estimated $304K sold.

Independent Financial Group first reported a position in QCLN in Q4 2020 and held it in 10 quarters. The position peaked at $731K in Q4 2021. 255 funds tracked by Wall St. Rank hold QCLN as of Q3 2023.

Independent Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2023 after selling out during the quarter.
Independent Financial Group sold 5,946 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2023, an estimated $304K.
Independent Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 10 quarters.
Independent Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $731K in Q4 2021.
255 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.