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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

285 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.5M

23% more capital invested

Capital invested by funds: $512M → $630M (+$118M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.04% more ownership

Funds ownership: 32.41% → 32.45% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 288 → 285 (-3)

33% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 110

Holders
285
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
74
Reduced
110
Closed
29
Calls
$3.91M
Puts
$1.5M
Net Calls
+$2.41M
Net Calls Change
-$4.71M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.62M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$4.51M
3
CI
CX Institutional
Indiana
+$4.01M
4
Goldman Sachs
Goldman Sachs
New York
+$1.39M
5
HF
HRT Financial
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$6.02M
2
Morgan Stanley
Morgan Stanley
New York
-$6.01M
3
B
Barings
North Carolina
-$5.72M
4
Bank of America
Bank of America
North Carolina
-$3.21M
5
BHB
Bank Hapoalim BM
Israel
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
276
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.88K – – –
CSWM
277
Cassady Schiller Wealth Management
Ohio
$1.78K – – –
S
278
SignatureFD
Georgia
$1.62K – – –
BTI
279
Blue Trust Inc
Georgia
$1K +$1.05K +20 New
TCM
280
Tradewinds Capital Management
Washington
$784 – – –
BWL
281
Bogart Wealth LLC
Virginia
$783 – – –
BBPWM
282
Blue Bell Private Wealth Management
Pennsylvania
$627 -$5.24K -100 -89%
AWM
283
Avior Wealth Management
Nebraska
$313 -$13.9K -266 -98%
VWM
284
Valley Wealth Managers
New Jersey
$313 – – –
B
285
Barings
North Carolina
– -$5.72M -121,158 Closed
Millennium Management
286
Millennium Management
New York
– -$547K -11,593 Closed
CAAM
287
Cornerstone Advisors Asset Management
Pennsylvania
– -$498K -10,561 Closed
NL
288
NWAM LLC
Washington
– -$445K -9,429 Closed
GSIAS
289
Garden State Investment Advisory Services
New Jersey
– -$252K -5,345 Closed
CAG
290
Csenge Advisory Group
Florida
– -$247K -5,237 Closed
DTL
291
Dynamic Technology Lab
Singapore
– -$243K -5,166 Closed
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
– -$243K -5,158 Closed
LFAS
293
Level Four Advisory Services
Texas
– -$210K -4,453 Closed
ZIG
294
Zullo Investment Group
Pennsylvania
– -$142K -3,018 Closed
MCC
295
Money Concepts Capital
Florida
– -$126K -2,672 Closed
AWM
296
Activest Wealth Management
Florida
– -$114K -2,410 Closed
OA
297
Operose Advisors
Wisconsin
– -$85.5K -1,811 Closed
RWMH
298
Riverpoint Wealth Management Holdings
Illinois
– -$66.9K -1,417 Closed
MSCM
299
McElhenny Sheffield Capital Management
Texas
– -$63.5K -1,345 Closed
LAM
300
Lakewood Asset Management
Illinois
– -$59K -1,250 Closed
9 10 11
12
13

QCLN Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2023, worth a combined $630M — up 23% from $512M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QCLN positions and 29 closed out — a net gain of 3 holders — while 74 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.62M. The largest seller was CIBC Private Wealth Group, cutting an estimated $6.02M.

  • 285 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2023, down from 288 in Q4 2022.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2023, up 23% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2023 and 29 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2023 was Ameriprise, an estimated $5.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2023 was CIBC Private Wealth Group, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2023.