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Paragon Private Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Paragon Private Wealth Management’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
-8,668
Closed -$294K – 189
2024
Q4 		$294K Sell
8,668
-826
-9% -$28.5K 0.14% 138
2024
Q3 		$341K Sell
9,494
-231
-2% -$8.09K 0.17% 123
2024
Q2 		$331K Sell
9,725
-713
-7% -$24.7K 0.19% 114
2024
Q1 		$362K Sell
10,438
-1,125
-10% -$39.9K 0.22% 109
2023
Q4 		$488K Sell
11,563
-1,509
-12% -$57.3K 0.34% 85
2023
Q3 		$557K Sell
13,072
-791
-6% -$38.6K 0.46% 68
2023
Q2 		$709K Sell
13,863
-1,168
-8% -$56.4K 0.56% 63
2023
Q1 		$785K Sell
15,031
-5,490
-27% -$288K 0.66% 50
2022
Q4 		$968K Buy
20,521
+658
+3% +$36.1K 0.87% 38
2022
Q3 		$1.1M Sell
19,863
-968
-5% -$59.1K 1.07% 29
2022
Q2 		$1.09M Sell
20,831
-564
-3% -$30.9K 1.16% 28
2022
Q1 		$1.24M Buy
21,395
+438
+2% +$26K 1.21% 27
2021
Q4 		$1.42M Buy
+20,957
New +$1.51M 1.26% 25

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

Paragon Private Wealth Management's QCLN Position: Q1 2025 in Review

Paragon Private Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 8,668 shares — an estimated $294K sold.

Paragon Private Wealth Management first reported a position in QCLN in Q4 2021 and held it in 13 quarters. The position peaked at $1.42M in Q4 2021. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

  • Paragon Private Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
  • Paragon Private Wealth Management sold 8,668 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $294K.
  • Paragon Private Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 13 quarters.
  • Paragon Private Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.42M in Q4 2021.
  • 151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Paragon Private Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.