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

JPL 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
2026
Q1 		$103K Buy
+2,218
New +$108K 0.02% 163
2025
Q4 		– Sell
-333
Closed -$14K – 878
2025
Q3 		$14K Buy
+333
New +$12.4K ﹤0.01% 473

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
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

JPL Wealth Management's QCLN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2026: 2,218 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in QCLN as recently as Q3 2025.

JPL Wealth Management first reported a position in QCLN in Q3 2025 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

  • JPL Wealth Management held 2,218 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $103K as of Q1 2026.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund was a new JPL Wealth Management position in Q1 2026.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #163 holding.
  • JPL Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2025 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.