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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59% → 36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255 → 250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.4M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$13.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$8.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$9.77M
2
RJA
Raymond James & Associates
Florida
-$5.48M
3
UBS Group
UBS Group
Switzerland
-$4.27M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
5
LPL Financial
LPL Financial
California
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
226
Live Oak Investment Partners
Texas
$6.58K – – –
RIM
227
Rockbridge Investment Management
New York
$6.41K +$5.77K +152 New
FGAM
228
Financial Gravity Asset Management
Texas
$6.33K +$5.69K +150 New
JWA
229
JFS Wealth Advisors
Pennsylvania
$6.25K – – –
AF
230
Allworth Financial
California
$5.9K – – –
AA
231
Ancora Advisors
Ohio
$4.53K – – –
TFGT
232
TS Financial Group (TSFG)
Illinois
$4K -$1.82K -48 -31%
VF
233
VitalStone Financial
Texas
$4K – – –
ODG
234
O'Dell Group
Ohio
$3.53K +$3.19K +84 New
PWMG
235
Prestige Wealth Management Group
New Jersey
$3.16K – – –
SIS
236
Strategic Investment Solutions
Illinois
$3.12K -$174K -4,588 -98%
VL
237
Vima LLC
Michigan
$2.83K +$2.54K +67 New
NFA
238
Northwest Financial Advisors
Virginia
$2.62K +$2.35K +62 New
CAM
239
Creekmur Asset Management
Illinois
$2.57K +$2.31K +61 New
GI
240
Gradient Investments
Minnesota
$2.55K – – –
APC
241
Aspire Private Capital
North Carolina
$2.55K – – –
AIC
242
Archer Investment Corporation
Indiana
$2.53K – – –
EAM
243
Eukles Asset Management
Ohio
$2.32K – – –
NB
244
NBT Bank
New York
$1.48K +$1.33K +35 New
CSWM
245
Cassady Schiller Wealth Management
Ohio
$1.43K – – –
S
246
SignatureFD
Georgia
$1.31K -$2.47K -65 -68%
DSC
247
Duncker Streett & Co
Missouri
$1.26K +$1.14K +30 New
BBPWM
248
Blue Bell Private Wealth Management
Pennsylvania
$886 +$342 +9 +75%
CIA
249
Cape Investment Advisory
Georgia
$717 -$27.8K -733 -98%
BWL
250
Bogart Wealth LLC
Virginia
$633 – – –
8 9
10
11 12

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.