QCLN — FIRST TR EXCHANGE TRADED FD NA

Ownership history in APPLETON PARTNERS INC/MA  ·  25 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in FIRST TR EXCHANGE TRADED FD NA (QCLN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2020 Q4)
Avg. % of fund
0.04%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,365 — 0% 0.02% $351K $41.92
2025 Q2 REDUCED 8,365 -100 -1.2% 0.02% $273K $32.63
2025 Q1 REDUCED 8,465 -235 -2.7% 0.02% $242K $28.56
2024 Q4 REDUCED 8,700 -63 -0.7% 0.02% $295K $33.83
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QCLN price (monthly, adj. close)

Other funds also holding QCLN

As of 2025 Q4 — sorted by position size

Colorado Capital Management, Inc. 3Y 7Y 0.29% Silver Grove Financial Group, Inc. 0.16% Walkner Condon Financial Advisors LLC 3Y 0.12% NATURAL INVESTMENTS, LLC 3Y 0.09% CENTRAL VALLEY ADVISORS, LLC 0.08% TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3Y 0.07% Private Advisory Group LLC 3Y 7Y 0.07% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.06% OPPENHEIMER & CO INC 3Y 7Y 0.06% Onyx Bridge Wealth Group LLC 3Y 0.05%
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