Money Design’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Money Design’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	$2.53M	Sell	77,420 -10,131	-12%	-$301K	0.12%	61
2025 Q1	$2.51M	Buy	87,551 +4,027	+5%	+$130K	0.13%	62
2024 Q4	$2.88M	Sell	83,524 -16,501	-16%	-$570K	0.15%	55
2024 Q3	$3.59M	Sell	100,025 -10,187	-9%	-$357K	0.18%	54
2024 Q2	$3.75M	Sell	110,212 -33,085	-23%	-$1.15M	0.2%	53
2024 Q1	$4.97M	Buy	143,297 +7,461	+5%	+$265K	0.27%	52
2023 Q4	$5.73M	Sell	135,836 -30,893	-19%	-$1.17M	0.32%	50
2023 Q3	$7.11M	Sell	166,729 -22,419	-12%	-$1.1M	0.43%	50
2023 Q2	$9.68M	Sell	189,148 -26,412	-12%	-$1.27M	0.57%	48
2023 Q1	$11.3M	Sell	215,560 -24,884	-10%	-$1.3M	0.66%	46
2022 Q4	$11.3M	Buy	240,444 +82,502	+52%	+$4.52M	0.71%	49
2022 Q3	$9M	Buy	157,942 +48,123	+44%	+$2.94M	0.64%	52
2022 Q2	$5.73M	Buy	109,819 +12,223	+13%	+$670K	0.43%	62
2022 Q1	$6.31M	Buy	97,596 +18,366	+23%	+$1.09M	0.43%	53
2021 Q4	$5.41M	Buy	+79,230	New	+$5.71M	0.37%	58

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

Money Design's QCLN Position: Q2 2025 in Review

Money Design reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 12% in Q2 2025, selling an estimated $301K and leaving 77,420 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #61.

Money Design first reported a position in QCLN in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.3M in Q4 2022. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

Money Design held 77,420 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $2.53M as of Q2 2025.
Money Design sold 10,131 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $301K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.12% of Money Design's portfolio in Q2 2025, its #61 holding.
Money Design first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and has held it in 15 quarters since.
Money Design's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $11.3M in Q4 2022.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.