Lion Street Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Lion Street Advisors’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 Q3	$230K	Buy	+2,970	New	+$111K	0.08%	196
2023 Q3	–	Sell	-3,085	Closed	-$239K	–	292
2023 Q2	$239K	Buy	+3,085	New	+$149K	0.08%	203

Other funds holding QCLN

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Lion Street Advisors's QCLN Position: Q3 2025 in Review

Lion Street Advisors opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2025: 2,970 shares worth $230K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in QCLN as recently as Q2 2023.

Lion Street Advisors first reported a position in QCLN in Q2 2023 and has held it in 2 quarters since. The position peaked at $239K in Q2 2023. 150 funds tracked by Wall St. Rank hold QCLN as of Q3 2025.

Lion Street Advisors held 2,970 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $230K as of Q3 2025.
First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Lion Street Advisors position in Q3 2025.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #196 holding.
Lion Street Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2023 and has held it in 2 quarters since.
Lion Street Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $239K in Q2 2023.
150 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.