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

Toth Financial 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 Q3	$87.9K	Hold	1,820	–	–	0.01%	308
2026 Q2	$112K	Buy	1,820 +509	+39%	+$29.9K	0.01%	285
2026 Q1	$60.9K	Hold	1,311	–	–	0.01%	334
2025 Q4	$58.5K	Hold	1,311	–	–	0.01%	328
2025 Q3	$55K	Hold	1,311	–	–	0.01%	338
2025 Q2	$42.9K	Hold	1,311	–	–	0.01%	328
2025 Q1	$37.5K	Hold	1,311	–	–	﹤0.01%	325
2024 Q4	$44.5K	Sell	1,311 -581	-31%	-$20.1K	0.01%	309
2024 Q3	$67.9K	Hold	1,892	–	–	0.01%	261
2024 Q2	$64.3K	Hold	1,892	–	–	0.01%	267
2024 Q1	$65.6K	Sell	1,892 -16	-0.8%	-$568	0.01%	268
2023 Q4	$80.5K	Buy	1,908 +1,735	+1,003%	+$65.9K	0.01%	253
2023 Q3	$7.38K	Hold	173	–	–	﹤0.01%	477
2023 Q2	$8.85K	Hold	173	–	–	﹤0.01%	484
2023 Q1	$9.04K	Hold	173	–	–	﹤0.01%	471
2022 Q4	$8.16K	Hold	173	–	–	﹤0.01%	463
2022 Q3	$10K	Hold	173	–	–	﹤0.01%	461
2022 Q2	$9K	Hold	173	–	–	﹤0.01%	455
2022 Q1	$11K	Hold	173	–	–	﹤0.01%	465
2021 Q4	$12K	Hold	173	–	–	﹤0.01%	478
2021 Q3	$11K	Buy	173 +5	+3%	+$327	﹤0.01%	468
2021 Q2	$12K	Hold	168	–	–	﹤0.01%	439
2021 Q1	$12K	Buy	168 +16	+11%	+$1.23K	﹤0.01%	448
2020 Q4	$11K	Buy	+152	New	+$8.66K	﹤0.01%	400

Other funds holding QCLN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Toth Financial Advisory's QCLN Position: Q3 2026 in Review

Toth Financial Advisory held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q3 2026 at 1,820 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #308.

Toth Financial Advisory first reported a position in QCLN in Q4 2020 and has held it in 24 quarters since. The position peaked at $112K in Q2 2026. 13 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.

Toth Financial Advisory held 1,820 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $87.9K as of Q3 2026.
Toth Financial Advisory left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #308 holding.
Toth Financial Advisory first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 24 quarters since.
Toth Financial Advisory's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $112K in Q2 2026.
13 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.