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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283 → 340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4% → 36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$36.1M
2
PS
Portfolio Strategies
New York
+$35.7M
3
Morgan Stanley
Morgan Stanley
New York
+$21.2M
4
CPO
Cerity Partners OCIO
New York
+$7.61M
5
MD
Money Design
Japan
+$5.71M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$10.8M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$5.34M
3
Bank of America
Bank of America
North Carolina
-$4.93M
4
AWM
AE Wealth Management
Kansas
-$4.18M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
276
Total Clarity Wealth Management
Illinois
$39K +$5.77K +80 +16%
SIC
277
SJS Investment Consulting
Ohio
$39K +$41.1K +570 New
IWP
278
IAG Wealth Partners
Wisconsin
$37K – – –
TFGT
279
TS Financial Group (TSFG)
Illinois
$36K -$30.6K -425 -45%
IF
280
Integrity Financial
Wyoming
$36K +$38.3K +531 New
SAM
281
Strategic Asset Management
Minnesota
$35K – – –
GTAM
282
Global Trust Asset Management
Florida
$34K – – –
MCM
283
Manchester Capital Management
Vermont
$34K – – –
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
BWP
285
Baldwin Wealth Partners
Massachusetts
$32K -$8.43K -117 -20%
CHA
286
Carmichael Hill & Associates
Maryland
$32K – – –
NL
287
NVWM LLC
Pennsylvania
$32K – – –
AIP
288
Ameritas Investment Partners
Nebraska
$31K +$1.44K +20 +4%
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K -$19.2K -267 -38%
MCM
290
MV Capital Management
Maryland
$29K – – –
BCM
291
Blume Capital Management
California
$27K – – –
William Blair & Company
292
William Blair & Company
Illinois
$26K – – –
AF
293
Allworth Financial
California
$25K +$26.1K +362 New
AWM
294
Avior Wealth Management
Nebraska
$24K – – –
AF
295
Advisornet Financial
Minnesota
$22K – – –
HIA
296
Harbor Investment Advisory
Maryland
$21K -$2.52K -35 -10%
Barclays
297
Barclays
United Kingdom
$20K -$559K -7,757 -96%
IAG
298
Investmark Advisory Group
Connecticut
$20K +$21.6K +300 New
HS
299
Horan Securities
United States
$19K +$20.5K +285 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$18K +$14.4K +200 +278%
10 11
12
13 14

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.