We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$6.39K -$9.02K -187 -60%
WP
252
WealthShield Partners
North Carolina
$6.39K
PGAM
253
Princeton Global Asset Management
New Jersey
$6.14K
C
254
Covestor
United Kingdom
$5K
VF
255
VitalStone Financial
Texas
$5K
S
256
SignatureFD
Georgia
$4.91K +$3.14K +65 +210%
ODG
257
O'Dell Group
Ohio
$4.26K +$4K +83 New
AA
258
Ancora Advisors
Ohio
$4.13K -$27.7K -575 -88%
PWMG
259
Prestige Wealth Management Group
New Jersey
$3.84K
SIS
260
Strategic Investment Solutions
Illinois
$3.61K
GI
261
Gradient Investments
Minnesota
$3.09K
APC
262
Aspire Private Capital
North Carolina
$3.08K
AIC
263
Archer Investment Corporation
Indiana
$3.07K +$2.9K +60 New
EAM
264
Eukles Asset Management
Ohio
$2.81K
GWANC
265
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.84K
CSWM
266
Cassady Schiller Wealth Management
Ohio
$1.74K
TCM
267
Tradewinds Capital Management
Washington
$768
BWL
268
Bogart Wealth LLC
Virginia
$767
BBPWM
269
Blue Bell Private Wealth Management
Pennsylvania
$614
VWM
270
Valley Wealth Managers
New Jersey
$307
AWM
271
Avior Wealth Management
Nebraska
$51 -$241 -5 -83%
BHB
272
Bank Hapoalim BM
Israel
-$6.39M -122,410 Closed
IPW
273
Invictus Private Wealth
Colorado
-$6.31M -120,780 Closed
MF
274
Manchester Financial
California
-$4.6M -88,122 Closed
AAS
275
Ameritas Advisory Services
Nebraska
-$1.59M -32,897 Closed

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.