RAFFA WEALTH MANAGEMENT, LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	–	Sell	-8,935	Closed	-$256K	–	1130
2025 Q1	$256K	Hold	8,935	–	–	0.06%	68
2024 Q4	$303K	Buy	+8,935	New	+$309K	0.07%	64
2024 Q3	–	Sell	-8,207	Closed	-$279K	–	1150
2024 Q2	$279K	Buy	+8,207	New	+$284K	0.08%	69

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's QCLN Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2025, closing a stake of 8,935 shares — an estimated $256K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in QCLN in Q2 2024 and held it in 3 quarters. The position peaked at $303K in Q4 2024. 145 funds tracked by Wall St. Rank hold QCLN as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 8,935 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2025, an estimated $256K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2024 and held it in 3 quarters.
RAFFA WEALTH MANAGEMENT, LLC's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $303K in Q4 2024.
145 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.