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Wealthspire Advisors (New York)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$3.48M Sell
74,942
-739
-1% -$36K 0.03% 205
2025
Q4 		$3.37M Sell
75,681
-3,363
-4% -$151K 0.03% 210
2025
Q3 		$3.32M Sell
79,044
-16,922
-18% -$630K 0.02% 204
2025
Q2 		$3.14M Sell
95,966
-16,033
-14% -$477K 0.02% 216
2025
Q1 		$3.21M Sell
111,999
-7,855
-7% -$253K 0.02% 201
2024
Q4 		$4.07M Sell
119,854
-44,432
-27% -$1.54M 0.04% 161
2024
Q3 		$5.9M Buy
164,286
+2,770
+2% +$97.1K 0.06% 138
2024
Q2 		$5.49M Sell
161,516
-21,388
-12% -$741K 0.07% 112
2024
Q1 		$6.34M Buy
182,904
+6,427
+4% +$228K 0.08% 101
2023
Q4 		$7.44M Sell
176,477
-40,112
-19% -$1.52M 0.11% 87
2023
Q3 		$9.23M Buy
216,589
+3,458
+2% +$169K 0.15% 67
2023
Q2 		$10.9M Buy
213,131
+150
+0.1% +$7.24K 0.18% 63
2023
Q1 		$11.1M Buy
212,981
+10,486
+5% +$549K 0.19% 61
2022
Q4 		$9.56M Sell
202,495
-5,071
-2% -$278K 0.17% 69
2022
Q3 		$11.8M Buy
207,566
+2,363
+1% +$144K 0.25% 58
2022
Q2 		$10.7M Buy
205,203
+4,981
+2% +$273K 0.22% 57
2022
Q1 		$12.9M Sell
200,222
-2,145
-1% -$127K 0.29% 39
2021
Q4 		$13.8M Buy
202,367
+43,928
+28% +$3.17M 0.3% 39
2021
Q3 		$9.92M Buy
158,439
+7,224
+5% +$473K 0.21% 59
2021
Q2 		$10.5M Buy
151,215
+35,581
+31% +$2.26M 0.28% 45
2021
Q1 		$7.93M Buy
115,634
+63,260
+121% +$4.86M 0.19% 66
2020
Q4 		$3.68M Buy
+52,374
New +$2.98M 0.11% 89

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Wealthspire Advisors (New York)'s QCLN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 0.98% in Q1 2026, selling an estimated $36K and leaving 74,942 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #205.

Wealthspire Advisors (New York) first reported a position in QCLN in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q4 2021. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

  • Wealthspire Advisors (New York) held 74,942 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $3.48M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 739 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2026, an estimated $36K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #205 holding.
  • Wealthspire Advisors (New York) first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Wealthspire Advisors (New York)'s First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $13.8M in Q4 2021.
  • 173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.