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Steward Partners Investment Advisory’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Steward Partners Investment Advisory’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 		$356K Sell
7,657
-453
-6% -$22.1K ﹤0.01% 1706
2025
Q4 		$362K Sell
8,110
-2,426
-23% -$109K ﹤0.01% 1611
2025
Q3 		$442K Sell
10,536
-1,774
-14% -$66K ﹤0.01% 1442
2025
Q2 		$402K Buy
12,310
+999
+9% +$29.7K ﹤0.01% 1402
2025
Q1 		$324K Sell
11,311
-1,015
-8% -$32.6K ﹤0.01% 1408
2024
Q4 		$418K Sell
12,326
-2,343
-16% -$81K ﹤0.01% 1247
2024
Q3 		$527K Sell
14,669
-655
-4% -$22.9K ﹤0.01% 1086
2024
Q2 		$521K Sell
15,324
-1,487
-9% -$51.5K 0.01% 1050
2024
Q1 		$583K Sell
16,811
-719
-4% -$25.5K 0.01% 995
2023
Q4 		$739K Sell
17,530
-7,882
-31% -$299K 0.01% 835
2023
Q3 		$1.08M Sell
25,412
-1,717
-6% -$83.9K 0.02% 647
2023
Q2 		$1.39M Sell
27,129
-6,764
-20% -$326K 0.02% 588
2023
Q1 		$1.77M Sell
33,893
-10,799
-24% -$566K 0.03% 493
2022
Q4 		$2.11M Sell
44,692
-12,937
-22% -$709K 0.04% 442
2022
Q3 		$3.28M Sell
57,629
-1,738
-3% -$106K 0.06% 311
2022
Q2 		$3.1M Sell
59,367
-11,826
-17% -$648K 0.06% 328
2022
Q1 		$4.6M Sell
71,193
-817
-1% -$48.5K 0.07% 278
2021
Q4 		$4.89M Buy
72,010
+3,537
+5% +$255K 0.07% 272
2021
Q3 		$4.29M Buy
68,473
+997
+1% +$65.3K 0.07% 282
2021
Q2 		$4.67M Buy
67,476
+60,806
+912% +$3.87M 0.08% 264
2021
Q1 		$458K Buy
6,670
+5,280
+380% +$405K 0.01% 923
2020
Q4 		$98K Buy
1,390
+915
+193% +$52.1K ﹤0.01% 1370
2020
Q3 		$21K Buy
475
+125
+36% +$4.8K ﹤0.01% 1885
2020
Q2 		$10K Hold
350
– – ﹤0.01% 2048
2020
Q1 		$7K Hold
350
– – ﹤0.01% 1986
2019
Q4 		$8K Hold
350
– – ﹤0.01% 2100
2019
Q3 		$7K Hold
350
– – ﹤0.01% 2145
2019
Q2 		$7K Buy
+350
New +$7.18K ﹤0.01% 2123
2018
Q4 		– Sell
-350
Closed -$7K – 1812
2018
Q3 		$7K Buy
+350
New +$7.05K ﹤0.01% 2027

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Steward Partners Investment Advisory's QCLN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 5.6% in Q1 2026, selling an estimated $22.1K and leaving 7,657 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Steward Partners Investment Advisory first reported a position in QCLN in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.89M in Q4 2021. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

  • Steward Partners Investment Advisory held 7,657 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $356K as of Q1 2026.
  • Steward Partners Investment Advisory sold 453 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2026, an estimated $22.1K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1706 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $4.89M in Q4 2021.
  • 173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.