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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Tradewinds Capital Management
Washington
$633
VWM
252
Valley Wealth Managers
New Jersey
$253
CCM
253
Consolidated Capital Management
California
-$2.53M -59,399 Closed
EWM
254
Elite Wealth Management
Washington
-$1.32M -30,848 Closed
YAVAPFMC
255
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
-$900K -21,000 Closed
MFS
256
Madrona Financial Services
Washington
-$627K -14,701 Closed
RJT
257
Raymond James Trust
Florida
-$492K -11,545 Closed
SF
258
Synovus Financial
Georgia
-$423K -9,917 Closed
MOS
259
MGO One Seven
Ohio
-$349K -8,178 Closed
WEG
260
World Equity Group
Illinois
-$340K -7,983 Closed
KNW
261
Kesler Norman & Wride
Utah
-$335K -7,856 Closed
MAC
262
Mason & Associates (California)
California
-$298K -6,981 Closed
FTUS
263
Flow Traders U.S.
New York
-$291K -6,828 Closed
KWM
264
Kingsview Wealth Management
Oregon
-$283K -6,629 Closed
JIC
265
Joel Isaacson & Co
New York
-$266K -6,239 Closed
HI
266
Hudock Inc
Pennsylvania
-$254K -5,954 Closed
AssetMark Inc
267
AssetMark Inc
California
-$211K -4,949 Closed
YIA
268
YHB Investment Advisors
Connecticut
-$203K -4,757 Closed
IA
269
IFG Advisory
Georgia
-$202K -4,734 Closed
MPCL
270
My Personal CFO LLC
Washington
-$200K -4,697 Closed
BAAM
271
Baker Avenue Asset Management
California
-$90.1K -2,114 Closed
HL
272
HeadInvest LLC
Maine
-$76.1K -1,840 Closed
RIA
273
Realta Investment Advisors
Delaware
-$94.1K -1,840 Closed
AWA
274
Authentikos Wealth Advisory
California
-$43.1K -1,012 Closed
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
-$37.5K -880 Closed

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.