Pine Valley Investments’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Pine Valley Investments’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 Q3	–	Sell	-8,916	Closed	-$291K	–	589
2025 Q2	$291K	Sell	8,916 -300	-3%	-$8.92K	0.02%	437
2025 Q1	$264K	Sell	9,216 -949	-9%	-$30.5K	0.02%	443
2024 Q4	$345K	Sell	10,165 -1,450	-12%	-$50.1K	0.02%	399
2024 Q3	$417K	Buy	+11,615	New	+$407K	0.03%	353

Other funds holding QCLN

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Pine Valley Investments's QCLN Position: Q3 2025 in Review

Pine Valley Investments sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2025, closing a stake of 8,916 shares — an estimated $291K sold.

Pine Valley Investments first reported a position in QCLN in Q3 2024 and held it in 4 quarters. The position peaked at $417K in Q3 2024. 149 funds tracked by Wall St. Rank hold QCLN as of Q3 2025.

Pine Valley Investments reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2025 after selling out during the quarter.
Pine Valley Investments sold 8,916 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2025, an estimated $291K.
Pine Valley Investments first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2024 and held it in 4 quarters.
Pine Valley Investments's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $417K in Q3 2024.
149 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2025.

Based on Pine Valley Investments's 13F filing for Q3 2025, filed 17 Feb 2026.