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
2026 Q1	–	Sell	-233	Closed	-$10.4K	–	1975
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SageView Advisory Group's QCLN Position: Q1 2026 in Review

SageView Advisory Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2026, closing a stake of 233 shares — an estimated $10.4K sold.

SageView Advisory Group first reported a position in QCLN in Q1 2024 and held it in 2 quarters. The position peaked at $761K in Q1 2024. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

SageView Advisory Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 233 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2026, an estimated $10.4K.
SageView Advisory Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $761K in Q1 2024.
173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.