PFS Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

PFS Partners’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	-200	Closed	-$6.79K	–	455
2024 Q4	$6.79K	Hold	200	–	–	﹤0.01%	323
2024 Q3	$7.18K	Hold	200	–	–	﹤0.01%	315
2024 Q2	$6.8K	Hold	200	–	–	﹤0.01%	309
2024 Q1	$6.94K	Hold	200	–	–	﹤0.01%	315
2023 Q4	$8.43K	Sell	200 -483	-71%	-$18.3K	0.01%	291
2023 Q3	$29.1K	Hold	683	–	–	0.03%	150
2023 Q2	$34.9K	Buy	683 +2	+0.3%	+$97	0.03%	135
2023 Q1	$35.6K	Hold	681	–	–	0.03%	111
2022 Q4	$32.1K	Buy	681 +481	+241%	+$26.4K	0.03%	114
2022 Q3	$11.4K	Hold	200	–	–	0.01%	186
2022 Q2	$10.4K	Hold	200	–	–	0.01%	195
2022 Q1	$12.9K	Hold	200	–	–	0.01%	197
2021 Q4	$13.6K	Buy	+200	New	+$14.4K	0.01%	183

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

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

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

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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PFS Partners's QCLN Position: Q1 2025 in Review

PFS Partners sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 200 shares — an estimated $6.79K sold.

PFS Partners first reported a position in QCLN in Q4 2021 and held it in 13 quarters. The position peaked at $35.6K in Q1 2023. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

PFS Partners reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
PFS Partners sold 200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $6.79K.
PFS Partners first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 13 quarters.
PFS Partners's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $35.6K in Q1 2023.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on PFS Partners's 13F filing for Q1 2025, filed 14 Apr 2025.