Key stats
About First Trust NASDAQ Clean Edge Green Energy Index Fund
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Inception date
Feb 8, 2007
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
First Trust Advisors LP
Distributor
First Trust Portfolios LP
QCLN holds a broad portfolio of US-listed firms in the clean energy industry. Eligible companies must be manufacturers, developers, distributors, or installers of one of the following four sub-sectors: advanced materials (that enable clean-energy or reduce the need for petroleum products), energy intelligence (smart grid), energy storage and conversion (hybrid batteries), or renewable electricity generation (solar, wind, geothermal, etc). Because there is subjectivity in classifying companies as clean energy, potential investors would be well-served by reviewing the funds portfolio to make sure your definition of clean energy matches QCLNs.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Consumer Durables
Producer Manufacturing
Utilities
Stocks99.86%
Electronic Technology42.13%
Consumer Durables21.44%
Producer Manufacturing13.72%
Utilities10.36%
Process Industries5.72%
Non-Energy Minerals3.37%
Finance2.25%
Commercial Services0.37%
Industrial Services0.27%
Retail Trade0.22%
Bonds, Cash & Other0.14%
Cash0.14%
Stock breakdown by region
North America95.87%
Latin America1.81%
Asia0.96%
Europe0.72%
Middle East0.64%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history