We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45% → 31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285 → 270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$9.07M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$4.63M
3
Ameriprise
Ameriprise
Minnesota
+$2.67M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.99M
5
EWM
Elite Wealth Management
Washington
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$9.55M
2
BHB
Bank Hapoalim BM
Israel
-$6.39M
3
IPW
Invictus Private Wealth
Colorado
-$6.31M
4
MF
Manchester Financial
California
-$4.6M
5
CAN
Cetera Advisor Networks
California
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
226
Horan Securities
United States
$14.6K – – –
PPWM
227
PFG Private Wealth Management
Florida
$13K – – –
FP
228
Financial Perspectives
Minnesota
$12.9K – – –
HCM
229
Hollencrest Capital Management
California
$12.8K – – –
HNB
230
Huntington National Bank
Ohio
$12.3K – – –
NL
231
NVWM LLC
Pennsylvania
$10.7K – – –
SWA
232
SOA Wealth Advisors
New York
$10.3K +$483 +10 +5%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$10.2K – – –
PFSC
234
Peoples Financial Services Corp
Pennsylvania
$10.2K – – –
BC
235
Bartlett & Co
Ohio
$10K – – –
TWM
236
Tradition Wealth Management
Minnesota
$10K – – –
PMFA
237
Plante Moran Financial Advisors
Michigan
$9.26K – – –
WAS
238
Winch Advisory Services
Wisconsin
$9K – – –
CFD
239
Creative Financial Designs
Indiana
$8.99K -$338 -7 -4%
LFG
240
Larson Financial Group
Missouri
$8.95K – – –
SSB
241
Sandy Spring Bank
Maryland
$8.95K – – –
TFA
242
Toth Financial Advisory
Virginia
$8.85K – – –
IF
243
Integrity Financial
Wyoming
$8.54K +$241 +5 +3%
TFGT
244
TS Financial Group (TSFG)
Illinois
$8K – – –
FA
245
Fiduciary Alliance
South Carolina
$7.93K +$7.48K +155 New
CAS
246
Coppell Advisory Solutions
Texas
$7.68K +$7.38K +153 New
CIA
247
Choate Investment Advisors
Massachusetts
$7.67K – – –
JWA
248
JFS Wealth Advisors
Pennsylvania
$7.55K +$48 +1 +0.7%
AF
249
Allworth Financial
California
$7.16K – – –
CP
250
Castleview Partners
Texas
$6.75K +$820 +17 +15%
8 9
10
11 12

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.