SageView Advisory Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

SageView Advisory Group’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 Q4	$10.4K	Buy	+233	New	+$10.5K	﹤0.01%	1698
2024 Q2	–	Sell	-14,177	Closed	-$761K	–	711
2024 Q1	$761K	Buy	+14,177	New	+$503K	0.04%	241

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

SageView Advisory Group's QCLN Position: Q4 2025 in Review

SageView Advisory Group opened a new position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2025: 233 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in QCLN as recently as Q1 2024.

SageView Advisory Group first reported a position in QCLN in Q1 2024 and has held it in 2 quarters since. The position peaked at $761K in Q1 2024. 158 funds tracked by Wall St. Rank hold QCLN as of Q4 2025.

SageView Advisory Group held 233 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $10.4K as of Q4 2025.
First Trust NASDAQ Clean Edge Green Energy Index Fund was a new SageView Advisory Group position in Q4 2025.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1698 holding.
SageView Advisory Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2024 and has held it in 2 quarters since.
SageView Advisory Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $761K in Q1 2024.
158 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.