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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35% → 33.4% (+1%)

1% less funds holding

Funds holding: 286 → 283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$9.8M
2
BHB
Bank Hapoalim BM
Israel
+$9.3M
3
MIH
Meitav Investment House
Israel
+$8.23M
4
UBS Group
UBS Group
Switzerland
+$5.49M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
PWS
Paragon Wealth Strategies
Florida
-$8.51M
2
Bank of America
Bank of America
North Carolina
-$6.2M
3
HF
HRT Financial
New York
-$5.12M
4
SAM
Synergy Asset Management
Washington
-$4.88M
5
BHCM
Brevan Howard Capital Management
Jersey
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
251
Advisornet Financial
Minnesota
$21K +$917 +14 +4%
Optiver Holding
252
Optiver Holding
Netherlands
$17K -$77.2K -1,179 -81%
PPWM
253
PFG Private Wealth Management
Florida
$16K +$16.7K +255 New
HNB
254
Huntington National Bank
Ohio
$15K – – –
LFG
255
Larson Financial Group
Missouri
$14K – – –
BC
256
Bartlett & Co
Ohio
$13K – – –
CCM
257
Covington Capital Management
California
$13K – – –
FFA
258
Founders Financial Alliance
North Carolina
$13K – – –
PFSC
259
Peoples Financial Services Corp
Pennsylvania
$13K – – –
TWM
260
Tradition Wealth Management
Minnesota
$13K – – –
BCWM
261
Bartlett & Co Wealth Management
Ohio
$12.5K – – –
WAS
262
Winch Advisory Services
Wisconsin
$12K – – –
HA
263
Herold Advisors
New York
$12K +$13.1K +200 New
SWA
264
SOA Wealth Advisors
New York
$11K -$32.1K -490 -72%
CFD
265
Creative Financial Designs
Indiana
$11K – – –
TFA
266
Toth Financial Advisory
Virginia
$11K +$327 +5 +3%
JCM
267
Jacobi Capital Management
Pennsylvania
$10K – – –
COCM
268
Charter Oak Capital Management
New Hampshire
$9K – – –
AAP
269
Arax Advisory Partners
Colorado
$8K – – –
WWMSC
270
Wagner Wealth Management (South Carolina)
South Carolina
$7K -$59.5K -909 -91%
UFF
271
USA Financial Formulas
Michigan
$7K +$6.88K +105 New
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$5K -$2.36K -36 -33%
NSIM
273
North Star Investment Management
Illinois
$5K – – –
PWMG
274
Prestige Wealth Management Group
New Jersey
$5K – – –
ODG
275
O'Dell Group
Ohio
$5K +$5.43K +83 New
9 10
11
12 13

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.