New England Private Wealth Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

New England Private Wealth 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
2024 Q4	–	Sell	-6,765	Closed	-$243K	–	152
2024 Q3	$243K	Hold	6,765	–	–	0.04%	133
2024 Q2	$230K	Hold	6,765	–	–	0.04%	129
2024 Q1	$234K	Hold	6,765	–	–	0.04%	128
2023 Q4	$285K	Sell	6,765 -36	-0.5%	-$1.37K	0.05%	114
2023 Q3	$290K	Buy	6,801 +117	+2%	+$5.72K	0.06%	99
2023 Q2	$342K	Buy	6,684 +20	+0.3%	+$965	0.07%	90
2023 Q1	$348K	Buy	6,664 +7	+0.1%	+$367	0.07%	89
2022 Q4	$314K	Buy	6,657 +13	+0.2%	+$712	0.07%	87
2022 Q3	$378K	Buy	6,644 +8	+0.1%	+$488	0.09%	76
2022 Q2	$429K	Sell	6,636 -1	-0%	-$55	0.08%	79
2022 Q1	$429K	Hold	6,637	–	–	0.08%	79
2021 Q4	$451K	Hold	6,637	–	–	0.08%	78
2021 Q3	$415K	Hold	6,637	–	–	0.08%	77
2021 Q2	$459K	Buy	6,637 +1	+0%	+$64	0.09%	73
2021 Q1	$455K	Buy	+6,636	New	+$509K	0.08%	73

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

WANY

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

New England Private Wealth Advisors's QCLN Position: Q4 2024 in Review

New England Private Wealth Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 6,765 shares — an estimated $243K sold.

New England Private Wealth Advisors first reported a position in QCLN in Q1 2021 and held it in 15 quarters. The position peaked at $459K in Q2 2021. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

New England Private Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
New England Private Wealth Advisors sold 6,765 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $243K.
New England Private Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and held it in 15 quarters.
New England Private Wealth Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $459K in Q2 2021.
174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on New England Private Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.