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

Kerr Financial Planning’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 		$48.1K Sell
784
-41
-5% -$2.41K 0.05% 184
2026
Q1 		$45.3K Sell
825
-539
-40% -$26.3K 0.03% 185
2025
Q4 		$64.9K Sell
1,364
-1,136
-45% -$51.1K 0.09% 161
2025
Q3 		$109K Buy
+2,500
New +$93.1K 0.15% 113

Other funds holding QCLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kerr Financial Planning's QCLN Position: Q2 2026 in Review

Kerr Financial Planning reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 5% in Q2 2026, selling an estimated $2.41K and leaving 784 shares worth $48.1K. The position accounts for 0.05% of the portfolio, ranked #184.

Kerr Financial Planning first reported a position in QCLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $109K in Q3 2025. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • Kerr Financial Planning held 784 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $48.1K as of Q2 2026.
  • Kerr Financial Planning sold 41 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $2.41K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.05% of Kerr Financial Planning's portfolio in Q2 2026, its #184 holding.
  • Kerr Financial Planning first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $109K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.