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

Liberty 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
2025 Q2	–	Sell	-9,527	Closed	-$273K	–	235
2025 Q1	$273K	Buy	9,527 +552	+6%	+$17.8K	0.05%	124
2024 Q4	$305K	Buy	8,975 +287	+3%	+$9.92K	0.05%	160
2024 Q3	$312K	Buy	8,688 +747	+9%	+$26.2K	0.05%	156
2024 Q2	$269K	Buy	7,941 +559	+8%	+$19.4K	0.05%	168
2024 Q1	$256K	Buy	7,382 +160	+2%	+$5.67K	0.05%	156
2023 Q4	$292K	Buy	7,222 +1,361	+23%	+$51.7K	0.06%	136
2023 Q3	$250K	Buy	5,861 +152	+3%	+$7.43K	0.06%	145
2023 Q2	$292K	Buy	5,709 +218	+4%	+$10.5K	0.07%	137
2023 Q1	$287K	Buy	+5,491	New	+$288K	0.06%	180
2022 Q3	$283K	Buy	4,968 +48	+1%	+$2.93K	0.08%	112
2022 Q2	$256K	Buy	4,920 +420	+9%	+$23K	0.1%	117
2022 Q1	$290K	Buy	+4,500	New	+$267K	0.1%	111
2021 Q4	–	Sell	-3,499	Closed	-$252K	–	135
2021 Q3	$221K	Buy	3,499 +421	+14%	+$27.6K	0.08%	149
2021 Q2	$212K	Buy	+3,078	New	+$196K	0.08%	127

Other funds holding QCLN

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WANY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Liberty Wealth Management's QCLN Position: Q2 2025 in Review

Liberty Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 9,527 shares — an estimated $273K sold.

Liberty Wealth Management first reported a position in QCLN in Q2 2021 and held it in 14 quarters. The position peaked at $312K in Q3 2024. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

Liberty Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
Liberty Wealth Management sold 9,527 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $273K.
Liberty Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and held it in 14 quarters.
Liberty Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $312K in Q3 2024.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Liberty Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.