SJS Investment Consulting’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

SJS Investment Consulting’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	-200	Closed	-$6.79K	–	1656
2024 Q4	$6.79K	Hold	200	–	–	﹤0.01%	393
2024 Q3	$7.18K	Sell	200 -245	-55%	-$8.58K	﹤0.01%	417
2024 Q2	$15.1K	Hold	445	–	–	﹤0.01%	299
2024 Q1	$15.4K	Sell	445 -100	-18%	-$3.55K	﹤0.01%	314
2023 Q4	$23K	Hold	545	–	–	0.01%	227
2023 Q3	$23.2K	Hold	545	–	–	0.01%	221
2023 Q2	$27.9K	Sell	545 -2,000	-79%	-$96.5K	0.01%	194
2023 Q1	$133K	Hold	2,545	–	–	0.04%	94
2022 Q4	$120K	Sell	2,545 -340	-12%	-$18.6K	0.04%	105
2022 Q3	$164K	Buy	+2,885	New	+$176K	0.06%	88
2022 Q1	$155K	Buy	2,400 +1,830	+321%	+$109K	0.05%	106
2021 Q4	$39K	Buy	+570	New	+$41.1K	0.01%	192

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

SJS Investment Consulting's QCLN Position: Q1 2025 in Review

SJS Investment Consulting sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 200 shares — an estimated $6.79K sold.

SJS Investment Consulting first reported a position in QCLN in Q4 2021 and held it in 12 quarters. The position peaked at $164K in Q3 2022. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

SJS Investment Consulting reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
SJS Investment Consulting sold 200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $6.79K.
SJS Investment Consulting first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 12 quarters.
SJS Investment Consulting's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $164K 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 SJS Investment Consulting's 13F filing for Q1 2025, filed 15 Apr 2025.