McDonald Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

McDonald Partners’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 Q3	$51.9K	Hold	1,075	–	–	0.01%	323
2026 Q2	$65.9K	Buy	+1,075	New	+$63.2K	0.02%	305
2023 Q3	–	Sell	-4,345	Closed	-$222K	–	239
2023 Q2	$222K	Buy	4,345 +144	+3%	+$6.95K	0.07%	219
2023 Q1	$219K	Sell	4,201 -1,066	-20%	-$55.8K	0.07%	212
2022 Q4	$249K	Buy	5,267 +86	+2%	+$4.71K	0.08%	196
2022 Q3	$295K	Buy	5,181 +70	+1%	+$4.27K	0.11%	176
2022 Q2	$267K	Sell	5,111 -245	-5%	-$13.4K	0.07%	247
2022 Q1	$346K	Buy	+5,356	New	+$318K	0.08%	240
2021 Q4	–	Sell	-5,914	Closed	-$370K	–	691
2021 Q3	$370K	Buy	5,914 +393	+7%	+$25.7K	0.09%	224
2021 Q2	$382K	Buy	5,521 +987	+22%	+$62.8K	0.09%	220
2021 Q1	$311K	Buy	4,534 +709	+19%	+$54.4K	0.08%	237
2020 Q4	$269K	Buy	+3,825	New	+$218K	0.08%	237

Other funds holding QCLN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VPC

Valen Private Capital Paoli, Pennsylvania $323M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McDonald Partners's QCLN Position: Q3 2026 in Review

McDonald Partners held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q3 2026 at 1,075 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #323.

McDonald Partners first reported a position in QCLN in Q4 2020 and has held it in 12 quarters since. The position peaked at $382K in Q2 2021. 83 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.

McDonald Partners held 1,075 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $51.9K as of Q3 2026.
McDonald Partners left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of McDonald Partners's portfolio in Q3 2026, its #323 holding.
McDonald Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 12 quarters since.
McDonald Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $382K in Q2 2021.
83 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.