Synergy Asset Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Synergy Asset Management’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	-709	Closed	-$25.5K	–	658
2024 Q4	$25.5K	Buy	+709	New	+$24.5K	﹤0.01%	340
2022 Q1	–	Sell	-3,186	Closed	-$217K	–	118
2021 Q4	$217K	Buy	+3,186	New	+$230K	0.05%	102
2021 Q3	–	Sell	-70,562	Closed	-$4.88M	–	125
2021 Q2	$4.88M	Buy	+70,562	New	+$4.49M	1.3%	30
2021 Q1	–	Sell	-72,322	Closed	-$5.08M	–	107
2020 Q4	$5.08M	Buy	+72,322	New	+$4.12M	1.6%	24

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

Synergy Asset Management's QCLN Position: Q1 2025 in Review

Synergy Asset Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2025, closing a stake of 709 shares — an estimated $25.5K sold.

Synergy Asset Management first reported a position in QCLN in Q4 2020 and held it in 4 quarters. The position peaked at $5.08M in Q4 2020. 151 funds tracked by Wall St. Rank hold QCLN as of Q1 2025.

Synergy Asset Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 709 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2025, an estimated $25.5K.
Synergy Asset Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and held it in 4 quarters.
Synergy Asset Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $5.08M in Q4 2020.
151 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.