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Walkner Condon Financial Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Walkner Condon Financial Advisors’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 		$1.15M Sell
18,797
-1,502
-7% -$88.3K 0.13% 117
2026
Q1 		$943K Buy
20,299
+241
+1% +$11.7K 0.12% 120
2025
Q4 		$894K Buy
20,058
+1,439
+8% +$64.8K 0.12% 118
2025
Q3 		$781K Sell
18,619
-1,980
-10% -$73.7K 0.12% 124
2025
Q2 		$673K Buy
20,599
+291
+1% +$8.65K 0.12% 129
2025
Q1 		$581K Buy
20,308
+521
+3% +$16.8K 0.12% 136
2024
Q4 		$671K Sell
19,787
-386
-2% -$13.3K 0.14% 125
2024
Q3 		$724K Sell
20,173
-767
-4% -$26.9K 0.15% 119
2024
Q2 		$712K Buy
20,940
+862
+4% +$29.9K 0.15% 112
2024
Q1 		$696K Sell
20,078
-801
-4% -$28.4K 0.15% 123
2023
Q4 		$881K Buy
20,879
+908
+5% +$34.5K 0.2% 102
2023
Q3 		$851K Buy
19,971
+463
+2% +$22.6K 0.23% 94
2023
Q2 		$998K Sell
19,508
-1,853
-9% -$89.4K 0.26% 84
2023
Q1 		$1.12M Buy
21,361
+656
+3% +$34.4K 0.31% 73
2022
Q4 		$977K Sell
20,705
-1,049
-5% -$57.5K 0.29% 75
2022
Q3 		$1.24M Buy
21,754
+500
+2% +$30.5K 0.4% 64
2022
Q2 		$1.11M Buy
21,254
+1,636
+8% +$89.6K 0.35% 66
2022
Q1 		$1.27M Buy
19,618
+14,858
+312% +$883K 0.36% 65
2021
Q4 		$324K Sell
4,760
-12,826
-73% -$924K 0.21% 95
2021
Q3 		$1.1M Buy
17,586
+483
+3% +$31.6K 0.54% 41
2021
Q2 		$1.18M Buy
17,103
+4,061
+31% +$258K 0.43% 54
2021
Q1 		$895K Buy
13,042
+1,030
+9% +$79.1K 0.35% 66
2020
Q4 		$844K Buy
12,012
+814
+7% +$46.4K 0.36% 59
2020
Q3 		$497K Sell
11,198
-65
-0.6% -$2.49K 0.27% 67
2020
Q2 		$335K Sell
11,263
-143
-1% -$3.65K 0.3% 46
2020
Q1 		$229K Sell
11,406
-28
-0.2% -$712 0.24% 47
2019
Q4 		$285K Buy
+11,434
New +$258K 0.27% 51

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

Walkner Condon Financial Advisors's QCLN Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 7.4% in Q2 2026, selling an estimated $88.3K and leaving 18,797 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #117.

Walkner Condon Financial Advisors first reported a position in QCLN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q1 2022. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • Walkner Condon Financial Advisors held 18,797 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $1.15M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 1,502 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $88.3K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.13% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Walkner Condon Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2019 and has held it in 27 quarters since.
  • Walkner Condon Financial Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1.27M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.