Joel Isaacson & Co’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Joel Isaacson & Co’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	$218K	Buy	+3,553	New	+$209K	0.01%	448
2023 Q4	–	Sell	-6,239	Closed	-$266K	–	320
2023 Q3	$266K	Sell	6,239 -319	-5%	-$15.6K	0.02%	262
2023 Q2	$336K	Buy	6,558 +334	+5%	+$16.1K	0.02%	240
2023 Q1	$325K	Buy	6,224 +6	+0.1%	+$314	0.02%	242
2022 Q4	$293K	Buy	6,218 +3	+0%	+$164	0.02%	246
2022 Q3	$354K	Buy	6,215 +1	+0%	+$61	0.03%	201
2022 Q2	$324K	Buy	6,214 +865	+16%	+$47.4K	0.03%	220
2022 Q1	$315K	Buy	5,349 +1,555	+41%	+$92.4K	0.02%	247
2021 Q4	$258K	Buy	+3,794	New	+$273K	0.02%	273
2021 Q3	–	Sell	-3,094	Closed	-$214K	–	313
2021 Q2	$214K	Buy	+3,094	New	+$197K	0.02%	275

Other funds holding QCLN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Isaacson & Co's QCLN Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2026: 3,553 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Joel Isaacson & Co previously reported a position in QCLN as recently as Q3 2023.

Joel Isaacson & Co first reported a position in QCLN in Q2 2021 and has held it in 10 quarters since. The position peaked at $354K in Q3 2022. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

Joel Isaacson & Co held 3,553 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $218K as of Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Joel Isaacson & Co position in Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #448 holding.
Joel Isaacson & Co first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and has held it in 10 quarters since.
Joel Isaacson & Co's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $354K in Q3 2022.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.