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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82% → 31.59% (-0.24%)

6% less funds holding

Funds holding: 270 → 255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$7.67M
2
AFA
Arlington Financial Advisors
California
+$7.06M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.08M
4
HF
HRT Financial
New York
+$2.43M
5
RJA
Raymond James & Associates
Florida
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$9.61M
2
MIH
Meitav Investment House
Israel
-$5.12M
3
Morgan Stanley
Morgan Stanley
New York
-$3.98M
4
LPL Financial
LPL Financial
California
-$3.84M
5
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
226
Coppell Advisory Solutions
Texas
$7.23K – – –
CP
227
Castleview Partners
Texas
$7.03K +$1.61K +33 +25%
TFGT
228
TS Financial Group (TSFG)
Illinois
$7K +$49 +1 +0.7%
LOIP
229
Live Oak Investment Partners
Texas
$6.65K – – –
PTC
230
Private Trust Company
Ohio
$6.61K -$174K -3,562 -96%
NIC
231
Northwest Investment Counselors
Oregon
$6.54K +$7.47K +153 New
CIA
232
Choate Investment Advisors
Massachusetts
$6.39K – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$6.31K – – –
AF
234
Allworth Financial
California
$5.97K – – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$5.33K – – –
WP
236
WealthShield Partners
North Carolina
$5.33K – – –
PGAM
237
Princeton Global Asset Management
New Jersey
$5.12K – – –
AA
238
Ancora Advisors
Ohio
$4.58K +$1.27K +26 +32%
S
239
SignatureFD
Georgia
$4.09K – – –
PWMG
240
Prestige Wealth Management Group
New Jersey
$3.2K – – –
SWM
241
Spire Wealth Management
Virginia
$3.11K -$72.5K -1,484 -95%
VF
242
VitalStone Financial
Texas
$3K -$147 -3 -3%
GI
243
Gradient Investments
Minnesota
$2.58K – – –
APC
244
Aspire Private Capital
North Carolina
$2.57K – – –
AIC
245
Archer Investment Corporation
Indiana
$2.56K – – –
AAG
246
Armstrong Advisory Group
Massachusetts
$2.39K +$2.74K +56 New
EAM
247
Eukles Asset Management
Ohio
$2.35K – – –
HT
248
Headlands Technologies
Illinois
$2.35K +$2.69K +55 New
GBT
249
Grove Bank & Trust
Florida
$2.3K +$2.64K +54 New
CSWM
250
Cassady Schiller Wealth Management
Ohio
$1.45K – – –
8 9
10
11 12

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.