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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
V Wealth Advisors
Kansas
$209K +$222K +3,080 New
CA
227
Cambridge Advisors
Nebraska
$207K +$219K +3,039 New
PCM
228
Parsons Capital Management
Rhode Island
$207K +$220K +3,050 New
E
229
ETFidea
New York
$207K +$219K +3,039 New
SWM
230
SeaCrest Wealth Management
New York
$206K +$218K +3,024 New
TLP
231
Trinity Legacy Partners
Texas
$204K +$217K +3,005 New
EWM
232
EPG Wealth Management
Georgia
$199K -$14.4K -200 -6%
BAM
233
Belpointe Asset Management
Nevada
$192K -$22.6K -314 -10%
AWM
234
Accel Wealth Management
Iowa
$185K -$353K -4,895 -64%
Citigroup
235
Citigroup
New York
$177K -$95.3K -1,323 -34%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$165K -$3.39K -47 -2%
ZIG
237
Zullo Investment Group
Pennsylvania
$163K +$173K +2,401 New
CFCI
238
Comprehensive Financial Consultants Institutional
Indiana
$162K +$206K +2,859 New
DWP
239
Destiny Wealth Partners
Florida
$161K
Franklin Resources
240
Franklin Resources
California
$136K
OA
241
Operose Advisors
Wisconsin
$123K +$130K +1,809 New
JFA
242
JNBA Financial Advisors
Minnesota
$114K +$14.1K +196 +13%
ATC
243
Adirondack Trust Company
New York
$112K +$5.77K +80 +5%
NFSG
244
Newbridge Financial Services Group
Florida
$107K +$84.3K +1,170 +293%
TWC
245
TD Waterhouse Canada
Ontario, Canada
$106K +$104K +1,437 New
PA
246
PSI Advisors
Florida
$106K +$26.3K +365 +31%
MCC
247
Money Concepts Capital
Florida
$105K +$111K +1,540 New
FCA
248
FinTrust Capital Advisors
South Carolina
$102K
Bank Julius Baer & Co
249
Bank Julius Baer & Co
Switzerland
$102K +$108K +1,500 New
PGAM
250
Princeton Global Asset Management
New Jersey
$99K -$97.3K -1,350 -48%

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.