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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$8.64K
PMFA
252
Plante Moran Financial Advisors
Michigan
$8.54K
LFG
253
Larson Financial Group
Missouri
$8.26K
SSB
254
Sandy Spring Bank
Maryland
$8.26K
AAP
255
Arax Advisory Partners
Colorado
$8.16K -$55 -1 -0.6%
TFA
256
Toth Financial Advisory
Virginia
$8.16K
FA
257
Fiduciary Alliance
South Carolina
$7.31K +$8.49K +155 New
CAS
258
Coppell Advisory Solutions
Texas
$7.23K +$8.38K +153 New
CASC
259
Coppell Advisory Solutions Corp
Texas
$7.23K +$8.38K +153 New
CIA
260
Choate Investment Advisors
Massachusetts
$7.08K
MCM
261
MV Capital Management
Maryland
$7.08K
MRCM
262
M&R Capital Management
New Jersey
$7.08K +$8.22K +150 New
TFGT
263
TS Financial Group (TSFG)
Illinois
$7K
JWA
264
JFS Wealth Advisors
Pennsylvania
$6.94K
AF
265
Allworth Financial
California
$6.61K
PGAM
266
Princeton Global Asset Management
New Jersey
$6K
BBPWM
267
Blue Bell Private Wealth Management
Pennsylvania
$5.29K
VF
268
VitalStone Financial
Texas
$5K +$5.64K +103 New
CP
269
Castleview Partners
Texas
$4.43K +$1.31K +24 +34%
AA
270
Ancora Advisors
Ohio
$4K
C
271
Covestor
United Kingdom
$4K
PWMG
272
Prestige Wealth Management Group
New Jersey
$3.54K
IF
273
Integrity Financial
Wyoming
$3.12K
FHA
274
First Horizon Advisors
Tennessee
$3.11K
EAM
275
Eukles Asset Management
Ohio
$3K

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.