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North Capital’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

North Capital’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
Q4 		– Sell
-486
Closed -$20.4K – 548
2025
Q3 		$20.4K Buy
486
+1
+0.2% +$37 0.02% 304
2025
Q2 		$15.9K Hold
485
– – 0.01% 328
2025
Q1 		$13.9K Buy
+485
New +$15.6K 0.01% 331

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

North Capital's QCLN Position: Q4 2025 in Review

North Capital sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2025, closing a stake of 486 shares — an estimated $20.4K sold.

North Capital first reported a position in QCLN in Q1 2025 and held it in 3 quarters. The position peaked at $20.4K in Q3 2025. 158 funds tracked by Wall St. Rank hold QCLN as of Q4 2025.

  • North Capital reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 486 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2025, an estimated $20.4K.
  • North Capital first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2025 and held it in 3 quarters.
  • North Capital's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $20.4K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.