PFS
QCLN icon

Prospera Financial Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Prospera Financial Services’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
Q2 		$215K Buy
+3,493
New +$205K ﹤0.01% 1371
2024
Q4 		– Sell
-7,194
Closed -$259K – 1173
2024
Q3 		$259K Sell
7,194
-2,331
-24% -$81.7K 0.01% 971
2024
Q2 		$324K Buy
9,525
+252
+3% +$8.73K 0.01% 887
2024
Q1 		$322K Sell
9,273
-1,121
-11% -$39.8K 0.01% 876
2023
Q4 		$438K Sell
10,394
-1,065
-9% -$40.4K 0.01% 707
2023
Q3 		$489K Sell
11,459
-1,215
-10% -$59.4K 0.02% 621
2023
Q2 		$649K Sell
12,674
-233
-2% -$11.2K 0.02% 532
2023
Q1 		$675K Sell
12,907
-3,330
-21% -$174K 0.03% 531
2022
Q4 		$766K Buy
16,237
+162
+1% +$8.88K 0.04% 425
2022
Q3 		$916K Sell
16,075
-509
-3% -$31.1K 0.05% 385
2022
Q2 		$866K Sell
16,584
-1,562
-9% -$85.6K 0.04% 399
2022
Q1 		$1.17M Buy
18,146
+979
+6% +$58.2K 0.05% 394
2021
Q4 		$1.17M Buy
17,167
+514
+3% +$37K 0.05% 373
2021
Q3 		$1.04M Buy
16,653
+922
+6% +$60.4K 0.05% 358
2021
Q2 		$1.09M Buy
15,731
+2,318
+17% +$147K 0.05% 357
2021
Q1 		$920K Buy
13,413
+8,995
+204% +$691K 0.05% 357
2020
Q4 		$311K Buy
+4,418
New +$252K 0.02% 531

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CCM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return