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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
GI
276
Gradient Investments
Minnesota
$2.84K
ACA
277
Aptus Capital Advisors
Alabama
$1.7K -$274 -5 -12%
GWANC
278
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7K -$274 -5 -12%
CSWM
279
Cassady Schiller Wealth Management
Ohio
$1.6K +$1.86K +34 New
S
280
SignatureFD
Georgia
$1.46K
PAG
281
Private Advisor Group
New Jersey
$1.43K -$3.1M -56,506 -65%
WWMSC
282
Wagner Wealth Management (South Carolina)
South Carolina
$1.42K -$5.75K -105 -78%
BWL
283
Bogart Wealth LLC
Virginia
$708 -$1.37K -25 -63%
TCM
284
Tradewinds Capital Management
Washington
$708
EE
285
EWG Elevate
California
$567 +$658 +12 New
SCA
286
Stonebridge Capital Advisors
Minnesota
$472
BC
287
Burleson & Co
California
$330
VWM
288
Valley Wealth Managers
New Jersey
$283
WIM
289
Westside Investment Management
California
$25 +$21.9K +400 +267%
EWM
290
EPG Wealth Management
Georgia
$10 -$38.4K -701 Closed
PS
291
Portfolio Strategies
New York
-$13.2M -517,765 Closed
FEM
292
Fulcrum Equity Management
Texas
-$2.55M -44,786 Closed
HT
293
HAP Trading
New York
-$1.87M -32,833 Closed
IIA
294
Integral Investment Advisors
California
-$1.23M -21,661 Closed
PPW
295
Parcion Private Wealth
Washington
-$1.08M -18,934 Closed
HF
296
HRT Financial
New York
-$967K -16,986 Closed
WFA
297
WMG Financial Advisors
Tennessee
-$833K -14,593 Closed
ASFA
298
All Season Financial Advisors
Colorado
-$699K -12,275 Closed
PAG
299
Private Advisory Group
Washington
-$535K -9,391 Closed
V
300
Veritable
Delaware
-$480K -8,433 Closed

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.