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Valmark Advisers’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Valmark Advisers’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
Q2 		$332K Buy
5,412
+825
+18% +$48.5K ﹤0.01% 592
2026
Q1 		$213K Buy
+4,587
New +$223K ﹤0.01% 658

Other funds holding QCLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers's QCLN Position: Q2 2026 in Review

Valmark Advisers increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 18% in Q2 2026, buying an estimated $48.5K and bringing the position to 5,412 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Valmark Advisers first reported a position in QCLN in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • Valmark Advisers held 5,412 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $332K as of Q2 2026.
  • Valmark Advisers bought 825 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $48.5K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #592 holding.
  • Valmark Advisers first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.