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Disclosery

QCLN FIRST TR EXCHANGE-TRADED FD

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NAS CLNEDG GREEN (fund)

151 managers (154 13F filers) reported a position in QCLN shares at 2025-03-31, 3,119,941 shares in all. 9 filers opened a position and 30 filers sold out during the quarter.

Managers
151
13F filers
154
New
9
Added
28
Reduced
72
Sold out
30
Shares held by filers
3,119,941

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY335,635$9.61M<0.01%-41,38313F-HRTimelineGroup
LPL Financial LLC216,127$6.19M<0.01%-92,04613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP181,052$5.18M<0.01%-3,32513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/157,854$4.52M<0.01%-43,09313F-HRTimelineGroup
UBS Group AGin group UBS Group AG147,811$4.23M<0.01%-125,43813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC129,428$3.7M0.01%-37,35113F-HRTimeline
Wealthspire Advisors, LLC111,999$3.21M0.02%-7,85513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN110,404$3.16M<0.01%-62,24613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.126,838$3.1M0.01%-79,91913F-HRTimelineGroup
Money Design Co.,Ltd.87,551$2.51M0.12%+4,02713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,679$2.22M<0.01%+27,10413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,838$1.91M<0.01%-19,25613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,907$1.83M<0.01%-23,06213F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS55,652$1.59M<0.01%-4,53913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.54,014$1.55M<0.01%-9,50113F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,160$1.52M0.01%-16,02413F-HRTimeline
CX Institutional52,437$1.5M0.06%-225,75513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd47,013$1.35M0.03%+24,04213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,725$1.28M<0.01%+2,02913F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,063$1.26M<0.01%+9,17513F-HR/ATimelineGroup
Cetera Investment Advisers42,029$1.2M<0.01%-48,02513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,855$1.2M<0.01%-8,52713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,310$1.18M0.01%-1,66513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…40,398$1.16M0.03%+2,71913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,886$1.11M<0.01%-3,76213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding38,331$1.1M-2,406Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,416$1.04M<0.01%+18,48613F-HRTimelineGroup
Evelyn Partners Investment Management (…35,179$1.01M0.38%-28913F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,615$991K<0.01%-35913F-HRTimelineGroup
HighTower Advisors, LLC29,701$850K<0.01%+1,34313F-HRTimeline
GTS SECURITIES LLC27,871$798K0.03%-13,32413F-HRTimeline
FLOW TRADERS U.S. LLC22,449$642K0.03%+8,47013F-HRTimeline
Colorado Capital Management, Inc.20,524$587K0.27%-4,90013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,425$585K<0.01%+4,50713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC20,308$581K0.12%+52113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,242$579K<0.01%-2,04113F-HRTimelineGroup
PFG Investments, LLC20,024$573K0.04%-38,67513F-HRTimeline
SVB WEALTH LLC19,324$553K0.02%-4913F-HRTimeline
NewEdge Advisors, LLC18,434$528K<0.01%-1,01013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,040$519K<0.01%+2,37513F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD17,528$502K0.01%-10,42713F-HRTimelineGroup
Wealthfront Advisers LLC17,043$488K<0.01%-16,02113F-HRTimeline
PARK NATIONAL CORP /OH/14,490$415K0.02%-2,19913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,345$411K-4,692Timeline
Bigelow Investment Advisors, LLC14,189$406K0.19%-8,60813F-HRTimeline
Onyx Bridge Wealth Group LLC12,081$346K0.05%-55413F-HRTimeline
CWM, LLCin group CWM, LLC11,459$328K<0.01%-1,17013F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,311$324K<0.01%-1,01513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,917$312K0.01%-31613F-HRTimeline
MML INVESTORS SERVICES, LLC10,567$302K<0.01%-2,63113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,547$273K<0.01%-48513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,527$273K0.05%+55213F-HR/ATimeline
Creative Planningin group Creative Planning9,392$269K<0.01%-313F-HRTimelineGroup
Prosperity Consulting Group, LLC9,246$265K0.02%-47913F-HRTimeline
Pine Valley Investments Ltd Liability Co9,216$264K0.02%-94913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,966$257K<0.01%-2,98313F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC8,935$256K0.06%013F-HRTimeline
Janney Montgomery Scott LLC8,915$255K<0.01%+32013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,849$253K<0.01%-94,51013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC8,583$245K0.07%-8813F-HRTimeline
APPLETON PARTNERS INC/MA8,465$242K0.02%-23513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,348$239K<0.01%-4,05313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,165$234K0.04%-27813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,045$230K<0.01%new13F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…7,841$224K0.01%-1,36113F-HRTimeline
PFG Advisors7,259$208K0.01%-1,77913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,188$206K<0.01%-2313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,963$171K<0.01%013F-HRTimelineGroup
First PREMIER Bank5,425$155K0.04%-52413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,950$142K<0.01%013F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 3 filers holding4,833$138K0Timeline
MAI Capital Management4,794$137K<0.01%+4113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…4,633$133K<0.01%-95413F-HRTimelineGroup
SBI Securities Co., Ltd.4,090$117K<0.01%-4113F-HRTimeline
FMR LLCin group FMR LLC3,554$102K<0.01%+1,26213F-HRTimelineGroup
COMERICA BANK3,367$96.4K<0.01%+53013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,526$85.7K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,915$83K0.01%+2,91313F-HRTimeline
BLAIR WILLIAM & CO/IL2,599$74.4K<0.01%+37813F-HRTimeline
AE Wealth Management LLC2,573$73.6K<0.01%-38213F-HRTimeline
Geneos Wealth Management Inc.2,468$70.6K<0.01%+1,38413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,305$66K<0.01%-1,17913F-HRTimelineGroup
Arax Advisory Partners2,027$58K<0.01%-19,25113F-HRTimeline
MOTCO1,874$53.6K0.01%-12013F-HRTimeline
Rossby Financial, LCC1,791$50.4K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,685$48.2K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,353$38.7K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,311$37.5K<0.01%013F-HRTimeline
CITY HOLDING CO1,310$37.5K0.01%013F-HRTimeline
Tidemark, LLC1,271$36.4K0.01%-6413F-HRTimeline
TD Waterhouse Canada Inc.1,204$35.1K<0.01%-28513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,145$32.8K<0.01%+14413F-HRTimelineGroup
ADIRONDACK TRUST CO1,091$31.2K0.01%+813F-HRTimeline
NFSG Corp1,000$28.6K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC960$27.5K0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC901$25.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC834$24.3K<0.01%+34913F-HRTimeline
Medallion Wealth Advisors, LLC763$21.8K0.01%013F-HRTimeline
Allworth Financial LP751$20.6K<0.01%-65413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\692$19.8K<0.01%-39313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…677$19.4K<0.01%-10513F-HRTimeline
IFP Advisors, Inc609$17.4K<0.01%-11013F-HRTimeline
Parallel Advisors, LLC605$17.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.584$16.8K<0.01%+50013F-HRTimeline
Pacific Center for Financial Services525$15K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC515$14.7K<0.01%+19113F-HRTimeline
PSI Advisors, LLC500$14.3K<0.01%013F-HRTimeline
North Capital, Inc.485$13.9K0.01%13F-HRTimeline
EPG Wealth Management LLC430$12.3K<0.01%-17513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…424$12.1K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC420$12K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp410$11.7K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC410$11.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc254$7.27K<0.01%013F-HRTimeline
Blume Capital Management, Inc.250$7.16K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC230$6.58K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC222$6.35K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC216$6.18K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.200$5.72K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$5.72K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC160$4.58K<0.01%-5813F-HRTimeline
Copia Wealth Management146$4.18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC145$4.15K<0.01%013F-HRTimeline
Continuum Advisory, LLC106$3.03K<0.01%013F-HRTimeline
TSFG, LLC106$3K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.100$2.86K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC75$2.15K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL74$2.12K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.71$2.03K<0.01%new13F-HRTimeline
WPG Advisers, LLC63$1.81K<0.01%013F-HRTimeline
Sound Income Strategies, LLC60$1.72K<0.01%+5013F-HRTimeline
Eukles Asset Management55$1.57K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$1.54K<0.01%-5313F-HRTimelineGroup
Dunhill Financial, LLC136$1.53K<0.01%-12813F-HRTimeline
Hurley Capital, LLC51$1.46K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…50$1.43K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC50$1.43K<0.01%013F-HRTimeline
Winch Advisory Services, LLC47$1.34K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.35$1K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC58$1K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT33$952<0.01%new13F-HRTimeline
Painted Porch Advisors LLC32$922<0.01%new13F-HRTimeline
SIGNATUREFD, LLC31$887<0.01%-113F-HRTimeline
Golden State Wealth Management, LLC30$859<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…28$801<0.01%013F-HRTimeline
JNBA Financial Advisors27$773<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc25$716<0.01%013F-HRTimeline
New Millennium Group LLC3$86<0.01%-2713F-HRTimeline
IMG Wealth Management, Inc.1$29<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,27713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC0$00%-2113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.