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
2026 Q2	$220K	Buy	+3,581	New	+$210K	0.06%	219
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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Paragon Private Wealth Management's QCLN Position: Q2 2026 in Review

Paragon Private Wealth Management opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2026: 3,581 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #219 among its holdings. This is a return to the name: Paragon Private Wealth Management previously reported a position in QCLN as recently as Q4 2024.

Paragon Private Wealth Management first reported a position in QCLN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2021. 180 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

Paragon Private Wealth Management held 3,581 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $220K as of Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund was a new Paragon Private Wealth Management position in Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.06% of Paragon Private Wealth Management's portfolio in Q2 2026, its #219 holding.
Paragon Private Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and has held it in 14 quarters since.
Paragon Private Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.42M in Q4 2021.
180 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.