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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
251
TCI Wealth Advisors
Arizona
$84K
NSIM
252
North Star Investment Management
Illinois
$83K +$82.5K +1,145 +1,527%
SMG
253
Spectrum Management Group
Indiana
$81K
M
254
MOTCO
Texas
$79K
BCV
255
Banque Cantonale Vaudoise
Switzerland
$77K -$2.6K -36 -3%
FCMA
256
Foresight Capital Management Advisors
Michigan
$73K +$77.7K +1,078 New
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$72K +$39.1K +542 +105%
NFG
258
Next Financial Group
Texas
$72K +$28.5K +396 +60%
1832 Asset Management
259
1832 Asset Management
Ontario, Canada
$69K
Optiver Holding
260
Optiver Holding
Netherlands
$68K +$53.8K +746 +271%
MWM
261
Mascoma Wealth Management
New Hampshire
$67K +$70.7K +981 New
TSWM
262
Tyler-Stone Wealth Management
Ohio
$65K +$68.5K +950 New
BWA
263
BDO Wealth Advisors
Florida
$63K
CCC
264
Crescent Capital Consulting
Louisiana
$63K +$16.4K +227 +32%
SFM
265
Signet Financial Management
New Jersey
$60K +$63.3K +878 New
CIAS
266
Capital Investment Advisory Services
North Carolina
$58K -$3.24K -45 -5%
VNA
267
Valley National Advisers
Pennsylvania
$52K
RFA
268
Reilly Financial Advisors
California
$44K +$46.5K +645 New
BDWM
269
Brewin Dolphin Wealth Management
Ireland
$42K
GAM
270
Gemmer Asset Management
California
$42K +$1.73K +24 +4%
AWM
271
Activest Wealth Management
Florida
$41K -$43.6K -605 -50%
PA
272
Parallel Advisors
California
$41K
SIC
273
Salem Investment Counselors
North Carolina
$41K
MIFH
274
Migdal Insurance & Financial Holdings
Israel
$40K +$42.5K +590 New
TCWA
275
Ten Capital Wealth Advisors
Washington
$39K

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.