Plante Moran Financial Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Plante Moran Financial Advisors’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	-181	Closed	-$6.14K	–	929
2024 Q4	$6.14K	Hold	181	–	–	﹤0.01%	657
2024 Q3	$6.5K	Hold	181	–	–	﹤0.01%	651
2024 Q2	$6.16K	Hold	181	–	–	﹤0.01%	634
2024 Q1	$6.28K	Hold	181	–	–	﹤0.01%	668
2023 Q4	$7.63K	Hold	181	–	–	﹤0.01%	590
2023 Q3	$7.72K	Hold	181	–	–	﹤0.01%	554
2023 Q2	$9.26K	Hold	181	–	–	﹤0.01%	559
2023 Q1	$9.45K	Hold	181	–	–	﹤0.01%	570
2022 Q4	$8.54K	Hold	181	–	–	﹤0.01%	602
2022 Q3	$10K	Buy	+181	New	+$11K	﹤0.01%	587

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

Plante Moran Financial Advisors's QCLN Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 181 shares — an estimated $6.14K sold.

Plante Moran Financial Advisors first reported a position in QCLN in Q3 2022 and held it in 10 quarters. The position peaked at $10K in Q3 2022. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

Plante Moran Financial Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 181 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $6.14K.
Plante Moran Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2022 and held it in 10 quarters.
Plante Moran Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $10K in Q3 2022.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.