Richard W. Paul & Associates’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Richard W. Paul & Associates’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	-160	Closed	-$4.58K	–	355
2025 Q1	$4.58K	Sell	160 -58	-27%	-$1.86K	﹤0.01%	261
2024 Q4	$7.4K	Sell	218 -25	-10%	-$864	﹤0.01%	329
2024 Q3	$8.73K	Hold	243	–	–	﹤0.01%	319
2024 Q2	$8.26K	Sell	243 -365	-60%	-$12.7K	﹤0.01%	318
2024 Q1	$21.1K	Sell	608 -215	-26%	-$7.63K	0.01%	258
2023 Q4	$34.7K	Sell	823 -253	-24%	-$9.6K	0.01%	227
2023 Q3	$45.9K	Buy	1,076 +130	+14%	+$6.35K	0.02%	207
2023 Q2	$48.4K	Buy	946 +12	+1%	+$579	0.02%	221
2023 Q1	$48.8K	Buy	934 +453	+94%	+$23.7K	0.02%	220
2022 Q4	$22.7K	Buy	+481	New	+$26.4K	0.01%	258

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

Richard W. Paul & Associates's QCLN Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 160 shares — an estimated $4.58K sold.

Richard W. Paul & Associates first reported a position in QCLN in Q4 2022 and held it in 10 quarters. The position peaked at $48.8K in Q1 2023. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

Richard W. Paul & Associates reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 160 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $4.58K.
Richard W. Paul & Associates first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 10 quarters.
Richard W. Paul & Associates's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $48.8K in Q1 2023.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.