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

PFG 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 Q2	–	Sell	-230	Closed	-$6.58K	–	197
2025 Q1	$6.58K	Hold	230	–	–	﹤0.01%	167
2024 Q4	$7.8K	Hold	230	–	–	﹤0.01%	142
2024 Q3	$8.26K	Sell	230 -25	-10%	-$876	﹤0.01%	145
2024 Q2	$8.67K	Hold	255	–	–	0.01%	143
2024 Q1	$8.84K	Hold	255	–	–	0.01%	137
2023 Q4	$10.8K	Hold	255	–	–	0.01%	130
2023 Q3	$10.9K	Hold	255	–	–	0.01%	186
2023 Q2	$13K	Hold	255	–	–	0.01%	198
2023 Q1	$13.3K	Hold	255	–	–	0.01%	188
2022 Q4	$12K	Hold	255	–	–	0.01%	181
2022 Q3	$15K	Hold	255	–	–	0.01%	165
2022 Q2	$13K	Hold	255	–	–	0.01%	189
2022 Q1	$16K	Hold	255	–	–	0.01%	185
2021 Q4	$17K	Hold	255	–	–	0.01%	182
2021 Q3	$16K	Buy	+255	New	+$16.7K	0.01%	175

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

PFG Private Wealth Management's QCLN Position: Q2 2025 in Review

PFG Private Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 230 shares — an estimated $6.58K sold.

PFG Private Wealth Management first reported a position in QCLN in Q3 2021 and held it in 15 quarters. The position peaked at $17K in Q4 2021. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

PFG Private Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 230 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $6.58K.
PFG Private Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $17K in Q4 2021.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.