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Oxford Financial Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-2,529
Closed -$85.8K – 290
2024
Q4 		$85.8K Hold
2,529
– – 0.01% 264
2024
Q3 		$90.8K Hold
2,529
– – 0.01% 254
2024
Q2 		$86K Buy
+2,529
New +$87.7K 0.01% 274

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Oxford Financial Group's QCLN Position: Q1 2025 in Review

Oxford Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 2,529 shares — an estimated $85.8K sold.

Oxford Financial Group first reported a position in QCLN in Q2 2024 and held it in 3 quarters. The position peaked at $90.8K in Q3 2024. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

  • Oxford Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 2,529 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $85.8K.
  • Oxford Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2024 and held it in 3 quarters.
  • Oxford Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $90.8K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.