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

Winch Advisory Services’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	$2.87K	Hold	47	–	–	﹤0.01%	447
2026 Q1	$2.18K	Hold	47	–	–	﹤0.01%	422
2025 Q4	$2.09K	Hold	47	–	–	﹤0.01%	419
2025 Q3	$1.97K	Hold	47	–	–	﹤0.01%	427
2025 Q2	$1.53K	Hold	47	–	–	﹤0.01%	430
2025 Q1	$1.34K	Hold	47	–	–	﹤0.01%	435
2024 Q4	$1.59K	Hold	47	–	–	﹤0.01%	456
2024 Q3	$1.68K	Sell	47 -140	-75%	-$4.91K	﹤0.01%	384
2024 Q2	$6.35K	Buy	187 +1	+0.5%	+$35	﹤0.01%	298
2024 Q1	$6.44K	Buy	186 +1	+0.5%	+$35	﹤0.01%	298
2023 Q4	$7.82K	Hold	185	–	–	﹤0.01%	277
2023 Q3	$8K	Hold	185	–	–	﹤0.01%	270
2023 Q2	$9K	Hold	185	–	–	﹤0.01%	261
2023 Q1	$10K	Hold	185	–	–	﹤0.01%	259
2022 Q4	$9K	Buy	185 +1	+0.5%	+$55	﹤0.01%	246
2022 Q3	$10K	Hold	184	–	–	﹤0.01%	225
2022 Q2	$10K	Hold	184	–	–	﹤0.01%	234
2022 Q1	$12K	Hold	184	–	–	﹤0.01%	239
2021 Q4	$13K	Hold	184	–	–	﹤0.01%	248
2021 Q3	$12K	Hold	184	–	–	﹤0.01%	260
2021 Q2	$13K	Buy	+184	New	+$11.7K	﹤0.01%	244

Other funds holding QCLN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Winch Advisory Services's QCLN Position: Q2 2026 in Review

Winch Advisory Services held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q2 2026 at 47 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Winch Advisory Services first reported a position in QCLN in Q2 2021 and has held it in 21 quarters since. The position peaked at $13K in Q4 2021. 181 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

Winch Advisory Services held 47 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $2.87K as of Q2 2026.
Winch Advisory Services left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #447 holding.
Winch Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2021 and has held it in 21 quarters since.
Winch Advisory Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $13K in Q4 2021.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.