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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
226
Adirondack Trust Company
New York
$111K +$1.92K +25 +2%
RWB
227
RMR Wealth Builders
New Jersey
$103K +$116K +1,507 New
TWA
228
TCI Wealth Advisors
Arizona
$84K +$68.8K +896 +267%
AWM
229
Activest Wealth Management
Florida
$83K +$92.2K +1,201 New
SMG
230
Spectrum Management Group
Indiana
$82K
VFA
231
Valeo Financial Advisors
Indiana
$79K +$10.4K +135 +13%
AP
232
Advisors Preferred
Maryland
$77K -$507K -6,605 -86%
BWA
233
BDO Wealth Advisors
Florida
$77K +$15.4K +200 +22%
BAM
234
Barrett Asset Management
New York
$75K +$83.7K +1,090 New
MCM
235
Manchester Capital Management
Vermont
$73K +$82K +1,068 New
SWP
236
ShoreHaven Wealth Partners
New Jersey
$69K
1832 Asset Management
237
1832 Asset Management
Ontario, Canada
$67K +$34.5K +450 +86%
TFGT
238
TS Financial Group (TSFG)
Illinois
$65K +$49.7K +647 +213%
BCV
239
Banque Cantonale Vaudoise
Switzerland
$63K
WWMSC
240
Wagner Wealth Management (South Carolina)
South Carolina
$61K +$2.69K +35 +4%
SWA
241
SOA Wealth Advisors
New York
$49K -$15.7K -204 -22%
AIC
242
Ayalon Insurance Company
Israel
$49K
IWP
243
IAG Wealth Partners
Wisconsin
$42K
PA
244
Parallel Advisors
California
$42K
BWP
245
Baldwin Wealth Partners
Massachusetts
$41K +$45.4K +592 New
TCWA
246
Ten Capital Wealth Advisors
Washington
$39K +$5.07K +66 +13%
TCWM
247
Total Clarity Wealth Management
Illinois
$39K +$44.1K +575 New
NFSG
248
Newbridge Financial Services Group
Florida
$36K +$40.2K +523 New
WLPWM
249
Walled Lake Planning & Wealth Management
Illinois
$32K +$35.9K +468 New
BDWM
250
Brewin Dolphin Wealth Management
Ireland
$31.8K +$35.5K +463 New

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.