Oppenheimer & Co
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Oppenheimer & Co’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Oppenheimer & Co’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 		– Sell
-68,068
Closed -$4.17M – 1842
2026
Q2 		$4.17M Sell
68,068
-2,870
-4% -$169K 0.04% 414
2026
Q1 		$3.3M Sell
70,938
-19,800
-22% -$965K 0.04% 442
2025
Q4 		$4.05M Buy
+90,738
New +$4.08M 0.06% 346
2024
Q3 		– Sell
-6,760
Closed -$230K – 1567
2024
Q2 		$230K Sell
6,760
-267
-4% -$9.26K ﹤0.01% 1293
2024
Q1 		$244K Sell
7,027
-11,637
-62% -$413K ﹤0.01% 1260
2023
Q4 		$787K Sell
18,664
-4,806
-20% -$182K 0.01% 799
2023
Q3 		$1M Sell
23,470
-1,749
-7% -$85.4K 0.02% 675
2023
Q2 		$1.29M Sell
25,219
-3,382
-12% -$163K 0.03% 616
2023
Q1 		$1.49M Sell
28,601
-16,976
-37% -$889K 0.03% 547
2022
Q4 		$2.15M Sell
45,577
-2,439
-5% -$134K 0.05% 425
2022
Q3 		$2.74M Sell
48,016
-584
-1% -$35.6K 0.06% 345
2022
Q2 		$2.54M Buy
48,600
+29,052
+149% +$1.59M 0.05% 389
2022
Q1 		$1.26M Sell
19,548
-15,675
-45% -$931K 0.02% 652
2021
Q4 		$2.39M Buy
35,223
+16,306
+86% +$1.18M 0.04% 461
2021
Q3 		$1.18M Buy
18,917
+1,694
+10% +$111K 0.02% 684
2021
Q2 		$1.19M Sell
17,223
-247
-1% -$15.7K 0.02% 679
2021
Q1 		$1.2M Sell
17,470
-34,955
-67% -$2.68M 0.02% 650
2020
Q4 		$3.68M Buy
52,425
+2,327
+5% +$133K 0.08% 295
2020
Q3 		$2.22M Buy
50,098
+1,578
+3% +$60.5K 0.06% 359
2020
Q2 		$1.44M Sell
48,520
-23,752
-33% -$606K 0.04% 452
2020
Q1 		$1.45M Buy
+72,272
New +$1.84M 0.04% 422
2014
Q2 		– Sell
-17,010
Closed -$345K – 1467
2014
Q1 		$345K Sell
17,010
-5,530
-25% -$108K 0.01% 985
2013
Q4 		$404K Buy
22,540
+1,285
+6% +$22.2K 0.01% 901
2013
Q3 		$346K Buy
21,255
+2,647
+14% +$40.7K 0.01% 909
2013
Q2 		$263K Buy
+18,608
New +$239K 0.01% 983

Other funds holding QCLN

VPC
Valen Private Capital Paoli, Pennsylvania $323M AUM
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
United Asset Strategies
United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Oppenheimer & Co's QCLN Position: Q3 2026 in Review

Oppenheimer & Co sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2026, closing a stake of 68,068 shares — an estimated $4.17M sold.

Oppenheimer & Co first reported a position in QCLN in Q2 2013 and held it in 25 quarters. The position peaked at $4.17M in Q2 2026. 50 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.

  • Oppenheimer & Co reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 68,068 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2026, an estimated $4.17M.
  • Oppenheimer & Co first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and held it in 25 quarters.
  • Oppenheimer & Co's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $4.17M in Q2 2026.
  • 50 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.