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First Trust NASDAQ Clean Edge Green Energy Index Fund

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6%28.76% (-7.8%)

16% less funds holding

Funds holding: 250211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
-$305K -7,231 Closed
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
-$301K -7,135 Closed
FAIM
228
Financial Advocates Investment Management
Washington
-$300K -7,118 Closed
Corient Private Wealth
229
Corient Private Wealth
Florida
-$275K -6,530 Closed
BPA
230
Beacon Pointe Advisors
California
-$260K -6,172 Closed
FHC
231
First Heartland Consultants
Missouri
-$247K -5,857 Closed
SL
232
Stevard LLC
Illinois
-$246K -5,831 Closed
Truist Financial
233
Truist Financial
North Carolina
-$244K -5,797 Closed
CA
234
Claro Advisors
Massachusetts
-$244K -5,794 Closed
HCM
235
Howland Capital Management
Massachusetts
-$242K -5,750 Closed
EL
236
Essex LLC
Illinois
-$242K -5,732 Closed
MSAM
237
Moloney Securities Asset Management
Missouri
-$239K -5,665 Closed
LWL
238
Leo Wealth LLC
Texas
-$234K -5,561 Closed
SFP
239
Sandbox Financial Partners
Maryland
-$231K -5,470 Closed
MCM
240
MAI Capital Management
Ohio
-$228K -5,416 Closed
UCFA
241
United Capital Financial Advisors
Texas
-$219K -5,200 Closed
PA
242
PFG Advisors
Arizona
-$217K -5,140 Closed
SAM
243
SP Asset Management
California
-$214K -5,067 Closed
LNC
244
Lincoln National Corp
Pennsylvania
-$212K -5,028 Closed
TI
245
Truepoint Inc
Ohio
-$211K -5,000 Closed
TSS
246
Two Sigma Securities
New York
-$210K -4,976 Closed
WA1
247
Wimmer Associates 1
California
-$208K -4,935 Closed
LA
248
LexAurum Advisors
Kansas
-$203K -4,818 Closed
RFG
249
REAP Financial Group
Texas
-$117K -2,764 Closed
TWM
250
Tradition Wealth Management
Minnesota
-$116K -2,750 Closed

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.