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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

308 hedge funds and large institutions have $716M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 80

13% more capital invested

Capital invested by funds: $631M → $716M (+$84.2M)

6% more funds holding

Funds holding: 291 → 308 (+17)

1.56% more ownership

Funds ownership: 33.58% → 35.14% (+1.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
109
Reduced
80
Closed
20
Calls
$10.8M
Puts
$2.1M
Net Calls
+$8.67M
Net Calls Change
-$3.15M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.4M
2
LPL Financial
LPL Financial
California
+$15.4M
3
AWM
AE Wealth Management
Kansas
+$9.6M
4
RJA
Raymond James & Associates
Florida
+$4M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11M
2
CCM
Consolidated Capital Management
California
-$4.57M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$4.33M
4
Goldman Sachs
Goldman Sachs
New York
-$3.77M
5
EWM
Elite Wealth Management
Washington
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
251
Advisornet Financial
Minnesota
$19K – – –
CHA
252
Carmichael Hill & Associates
Maryland
$18K – – –
FFA
253
Founders Financial Alliance
North Carolina
$17K -$732 -12 -4%
HIA
254
Harbor Investment Advisory
Maryland
$16K -$1.22K -20 -6%
HS
255
Horan Securities
United States
$16K – – –
AWM
256
Avior Wealth Management
Nebraska
$15K – – –
PPWM
257
PFG Private Wealth Management
Florida
$15K – – –
FP
258
Financial Perspectives
Minnesota
$14.4K – – –
HNB
259
Huntington National Bank
Ohio
$14K – – –
EC
260
EdgeRock Capital
Colorado
$14K +$15.4K +252 New
TAM
261
Tucker Asset Management
Colorado
$12K +$13K +213 New
NL
262
NVWM LLC
Pennsylvania
$12K – – –
BCWM
263
Bartlett & Co Wealth Management
Ohio
$11.4K – – –
PP
264
PFS Partners
New Jersey
$11.4K – – –
BC
265
Bartlett & Co
Ohio
$11K – – –
CCM
266
Covington Capital Management
California
$11K – – –
PFSC
267
Peoples Financial Services Corp
Pennsylvania
$11K – – –
TWM
268
Tradition Wealth Management
Minnesota
$11K – – –
MCC
269
Money Concepts Capital
Florida
$10K -$10.1K -165 -49%
CFD
270
Creative Financial Designs
Indiana
$10K – – –
LFG
271
Larson Financial Group
Missouri
$10K – – –
SSB
272
Sandy Spring Bank
Maryland
$10K – – –
SWA
273
SOA Wealth Advisors
New York
$10K – – –
TFA
274
Toth Financial Advisory
Virginia
$10K – – –
WAS
275
Winch Advisory Services
Wisconsin
$10K – – –
9 10
11
12 13

QCLN Hedge Fund Activity: Q3 2022 in Review

308 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2022, worth a combined $716M — up 13% from $631M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new QCLN positions and 20 closed out — a net gain of 20 holders — while 109 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $11M.

  • 308 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2022, up from 291 in Q2 2022.
  • Funds reported $716M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2022, up 13% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2022 and 20 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $19.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2022 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.