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First Trust NASDAQ Clean Edge Green Energy Index Fund

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35%33.4% (+1%)

1% less funds holding

Funds holding: 286283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Next Financial Group
Texas
$41K -$11.5K -176 -21%
BDWM
227
Brewin Dolphin Wealth Management
Ireland
$38.8K +$1.44K +22 +4%
PA
228
Parallel Advisors
California
$38K -$16.4K -250 -29%
SIC
229
Salem Investment Counselors
North Carolina
$38K +$13.1K +200 +50%
BWP
230
Baldwin Wealth Partners
Massachusetts
$37K
GAM
231
Gemmer Asset Management
California
$37K +$23.9K +365 +160%
TCWA
232
Ten Capital Wealth Advisors
Washington
$36K
IWP
233
IAG Wealth Partners
Wisconsin
$35K
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
$32.4K +$33.9K +518 New
SAM
235
Strategic Asset Management
Minnesota
$32K +$33.3K +508 New
MCM
236
Manchester Capital Management
Vermont
$31K -$23.2K -355 -42%
GTAM
237
Global Trust Asset Management
Florida
$31K -$3.27K -50 -9%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$31K
SIM
239
Sonora Investment Management
Arizona
$31K +$3.93K +60 +14%
TCWM
240
Total Clarity Wealth Management
Illinois
$31K +$32.7K +500 New
CHA
241
Carmichael Hill & Associates
Maryland
$30K +$9.63K +147 +45%
AIP
242
Ameritas Investment Partners
Nebraska
$27K
MCM
243
MV Capital Management
Maryland
$27K
NL
244
NVWM LLC
Pennsylvania
$26K +$9.43K +144 +53%
BCM
245
Blume Capital Management
California
$25K
NFSG
246
Newbridge Financial Services Group
Florida
$25K
GKWIM
247
Gerber Kawasaki Wealth & Investment Management
California
$25K +$27.1K +414 New
William Blair & Company
248
William Blair & Company
Illinois
$24K +$18.1K +276 +276%
AWM
249
Avior Wealth Management
Nebraska
$22K
HIA
250
Harbor Investment Advisory
Maryland
$21K -$2.82K -43 -11%

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.