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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280 → 286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45% → 32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.5M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$10.4M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.19M
4
HighTower Advisors
HighTower Advisors
Illinois
+$6.99M
5
HF
HRT Financial
New York
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$25.4M
2
UBS Group
UBS Group
Switzerland
-$23.1M
3
Wells Fargo
Wells Fargo
California
-$12.3M
4
E
Ergoteles
New York
-$10.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
251
Avior Wealth Management
Nebraska
$24K – – –
EDRH
252
Edmond de Rothschild Holding
Switzerland
$24K – – –
CHA
253
Carmichael Hill & Associates
Maryland
$23K +$5.09K +80 +33%
AF
254
Advisornet Financial
Minnesota
$22K +$20K +315 New
PSIWM
255
Paradigm Strategies in Wealth Management
Minnesota
$19K +$17.2K +270 New
NL
256
NVWM LLC
Pennsylvania
$18K – – –
HNB
257
Huntington National Bank
Ohio
$17K – – –
LFG
258
Larson Financial Group
Missouri
$16K -$7.7K -121 -34%
GAM
259
Gemmer Asset Management
California
$16K +$14.5K +228 New
FFA
260
Founders Financial Alliance
North Carolina
$14K -$12.7K -200 -50%
CCM
261
Covington Capital Management
California
$14K -$9.54K -150 -43%
BC
262
Bartlett & Co
Ohio
$14K – – –
PFSC
263
Peoples Financial Services Corp
Pennsylvania
$14K +$12.7K +200 New
SB
264
Strategic Blueprint
Georgia
$14K +$12.7K +200 New
TWM
265
Tradition Wealth Management
Minnesota
$14K +$12.7K +200 New
BCWM
266
Bartlett & Co Wealth Management
Ohio
$13.8K – – –
CFD
267
Creative Financial Designs
Indiana
$13K – – –
WAS
268
Winch Advisory Services
Wisconsin
$13K +$11.7K +184 New
TFA
269
Toth Financial Advisory
Virginia
$12K – – –
HS
270
Horan Securities
United States
$11K – – –
JCM
271
Jacobi Capital Management
Pennsylvania
$11K +$1.91K +30 +23%
EWM
272
Elite Wealth Management
Washington
$9.58K +$1.14M +17,856 +15%
COCM
273
Charter Oak Capital Management
New Hampshire
$9K – – –
AAP
274
Arax Advisory Partners
Colorado
$8K +$7.76K +122 New
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$7K -$3.82K -60 -36%
9 10
11
12 13

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.