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Strategic Financial Concepts’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Strategic Financial Concepts’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 		– Sell
-17,170
Closed -$720K – 253
2025
Q3 		$720K Buy
+17,170
New +$639K 0.1% 104

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Strategic Financial Concepts's QCLN Position: Q4 2025 in Review

Strategic Financial Concepts sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2025, closing a stake of 17,170 shares — an estimated $720K sold.

Strategic Financial Concepts first reported a position in QCLN in Q3 2025 and held it in 1 quarter. The position peaked at $720K in Q3 2025. 158 funds tracked by Wall St. Rank hold QCLN as of Q4 2025.

  • Strategic Financial Concepts reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,170 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2025, an estimated $720K.
  • Strategic Financial Concepts first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $720K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.