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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
C
251
Covestor
United Kingdom
$1K -$3.22K -66 -73%
TCM
252
Tradewinds Capital Management
Washington
$640
BWL
253
Bogart Wealth LLC
Virginia
$639
BBPWM
254
Blue Bell Private Wealth Management
Pennsylvania
$512
DFA
255
DHJJ Financial Advisors
Illinois
$427 +$489 +10 New
VWM
256
Valley Wealth Managers
New Jersey
$256
AWM
257
Avior Wealth Management
Nebraska
$42
BFA
258
Beaumont Financial Advisors
Massachusetts
-$9.61M -187,868 Closed
KHLMVGHM
259
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$3.42M -67,769 Closed
LCM
260
Lattice Capital Management
Washington
-$2.93M -57,274 Closed
Goldman Sachs
261
Goldman Sachs
New York
-$2.63M -51,420 Closed
MFA
262
Mayflower Financial Advisors
Massachusetts
-$852K -16,658 Closed
AIFAIM
263
American Institute for Advanced Investment Management
Arizona
-$586K -11,447 Closed
CA
264
CoreCap Advisors
Michigan
-$426K -8,327 Closed
CAAM
265
Cornerstone Advisors Asset Management
Pennsylvania
-$415K -8,115 Closed
CG
266
Colony Group
Massachusetts
-$399K -7,794 Closed
SFPG
267
Stonebridge Financial Planning Group
Florida
-$395K -7,715 Closed
ASFA
268
All Season Financial Advisors
Colorado
-$372K -7,280 Closed
KA
269
Kovack Advisors
Florida
-$370K -7,223 Closed
NFG
270
Nations Financial Group
Iowa
-$342K -6,677 Closed
V
271
Veritable
Delaware
-$312K -6,103 Closed
IFG
272
Independent Financial Group
California
-$304K -5,946 Closed
EH
273
Equitable Holdings
New York
-$294K -5,753 Closed
W
274
WealthOne
New York
-$288K -5,622 Closed
BFS
275
Bard Financial Services
Connecticut
-$256K -5,000 Closed

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.