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Kohmann Bosshard Financial Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-81
Closed -$2.75K – 659
2024
Q4 		$2.75K Buy
+81
New +$2.8K ﹤0.01% 562

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Kohmann Bosshard Financial Services's QCLN Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 81 shares — an estimated $2.75K sold.

Kohmann Bosshard Financial Services first reported a position in QCLN in Q4 2024 and held it in 1 quarter. The position peaked at $2.75K in Q4 2024. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 81 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $2.75K.
  • Kohmann Bosshard Financial Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.75K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.