Parcion Private Wealth
QCLN icon

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

Parcion Private Wealth’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 		$633K Sell
13,106
-1,612
-11% -$82.2K 0.03% 252
2026
Q2 		$903K Buy
+14,718
New +$865K 0.05% 182
2022
Q4 		– Sell
-18,934
Closed -$1.08M – 214
2022
Q3 		$1.08M Sell
18,934
-1,276
-6% -$77.9K 0.12% 115
2022
Q2 		$1.1M Sell
20,210
-3,416
-14% -$187K 0.11% 124
2022
Q1 		$1.53M Sell
23,626
-4,342
-16% -$258K 0.14% 98
2021
Q4 		$1.78M Sell
27,968
-8,635
-24% -$622K 0.16% 86
2021
Q3 		$2.46M Buy
36,603
+3,363
+10% +$220K 0.22% 87
2021
Q2 		$2.3M Buy
33,240
+997
+3% +$63.4K 0.23% 87
2021
Q1 		$2.21M Buy
32,243
+4,110
+15% +$316K 0.25% 88
2020
Q4 		$1.98M Buy
28,133
+249
+0.9% +$14.2K 0.26% 76
2020
Q3 		$1.26M Buy
27,884
+517
+2% +$19.8K 0.19% 88
2020
Q2 		$888K Buy
+27,367
New +$698K 0.15% 93

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
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
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Parcion Private Wealth's QCLN Position: Q3 2026 in Review

Parcion Private Wealth reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 11% in Q3 2026, selling an estimated $82.2K and leaving 13,106 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #252.

Parcion Private Wealth first reported a position in QCLN in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.46M in Q3 2021. 50 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.

  • Parcion Private Wealth held 13,106 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $633K as of Q3 2026.
  • Parcion Private Wealth sold 1,612 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2026, an estimated $82.2K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.03% of Parcion Private Wealth's portfolio in Q3 2026, its #252 holding.
  • Parcion Private Wealth first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2020 and has held it in 12 quarters since.
  • Parcion Private Wealth's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.46M in Q3 2021.
  • 50 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.