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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Ameritas Investment Partners
Nebraska
$19.8K
IWP
227
IAG Wealth Partners
Wisconsin
$19.8K
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$19.6K +$22.7K +415 New
BCM
229
Blume Capital Management
California
$18.9K
RCM
230
Raleigh Capital Management
North Carolina
$16.9K
AF
231
Advisornet Financial
Minnesota
$15.5K
CHA
232
Carmichael Hill & Associates
Maryland
$15K
FFA
233
Founders Financial Alliance
North Carolina
$14.9K +$822 +15 +5%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$14.7K -$10.9K -198 -39%
HIA
235
Harbor Investment Advisory
Maryland
$13.6K
HS
236
Horan Securities
United States
$13.4K
AWM
237
Avior Wealth Management
Nebraska
$12.9K
PPWM
238
PFG Private Wealth Management
Florida
$12K
FP
239
Financial Perspectives
Minnesota
$11.9K
HCM
240
Hollencrest Capital Management
California
$11.8K +$13.7K +250 New
NL
241
NVWM LLC
Pennsylvania
$11.4K
HNB
242
Huntington National Bank
Ohio
$11.4K
TAM
243
Tucker Asset Management
Colorado
$10K
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.48K +$11K +201 New
BCWM
245
Bartlett & Co Wealth Management
Ohio
$9.44K
PFSC
246
Peoples Financial Services Corp
Pennsylvania
$9.44K
BC
247
Bartlett & Co
Ohio
$9K
TWM
248
Tradition Wealth Management
Minnesota
$9K
WAS
249
Winch Advisory Services
Wisconsin
$9K +$55 +1 +0.5%
SWA
250
SOA Wealth Advisors
New York
$8.99K

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.