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

Mascoma 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	-410	Closed	-$11.7K	–	493
2025 Q1	$11.7K	Hold	410	–	–	﹤0.01%	311
2024 Q4	$13.9K	Hold	410	–	–	﹤0.01%	314
2024 Q3	$14.7K	Hold	410	–	–	﹤0.01%	290
2024 Q2	$13.9K	Sell	410 -344	-46%	-$11.9K	﹤0.01%	296
2024 Q1	$26.1K	Hold	754	–	–	0.01%	238
2023 Q4	$31.8K	Hold	754	–	–	0.01%	227
2023 Q3	$32.1K	Sell	754 -520	-41%	-$25.4K	0.01%	223
2023 Q2	$63.4K	Sell	1,274 -211	-14%	-$10.2K	0.02%	170
2023 Q1	$66.8K	Sell	1,485 -1,958	-57%	-$103K	0.02%	207
2022 Q4	$162K	Buy	3,443 +45	+1%	+$2.47K	0.05%	127
2022 Q3	$194K	Buy	3,398 +214	+7%	+$13.1K	0.07%	112
2022 Q2	$166K	Sell	3,184 -81	-2%	-$4.44K	0.06%	124
2022 Q1	$211K	Buy	3,265 +2,284	+233%	+$136K	0.07%	118
2021 Q4	$67K	Buy	+981	New	+$70.7K	0.02%	195

Other funds holding QCLN

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WANY

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

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

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

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

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

Mascoma Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 410 shares — an estimated $11.7K sold.

Mascoma Wealth Management first reported a position in QCLN in Q4 2021 and held it in 14 quarters. The position peaked at $211K in Q1 2022. 146 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

Mascoma 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.
Mascoma Wealth Management sold 410 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $11.7K.
Mascoma Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 14 quarters.
Mascoma Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $211K in Q1 2022.
146 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.