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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
TAM
276
Townsend Asset Management
North Carolina
-$246K -4,817 Closed
PWA
277
PCG Wealth Advisors
Kansas
-$244K -4,773 Closed
MFG
278
Merit Financial Group
Georgia
-$239K -4,673 Closed
CIG
279
Cascade Investment Group
Colorado
-$232K -4,526 Closed
SMC
280
Smith, Moore & Co
Missouri
-$228K -4,451 Closed
MP
281
McDonald Partners
Ohio
-$222K -4,345 Closed
AIA
282
Arbor Investment Advisors
North Carolina
-$216K -4,224 Closed
RSWM
283
Robertson Stephens Wealth Management
California
-$212K -4,147 Closed
Barclays
284
Barclays
United Kingdom
-$211K -4,123 Closed
CA
285
Cambridge Advisors
Nebraska
-$206K -4,024 Closed
KeyBank National Association
286
KeyBank National Association
Ohio
-$205K -4,000 Closed
LSA
287
Lion Street Advisors
Texas
-$239K -3,085 Closed
NSIM
288
North Star Investment Management
Illinois
-$62.4K -1,220 Closed
GWS
289
Glassman Wealth Services
Virginia
-$55.8K -1,091 Closed
MIFH
290
Migdal Insurance & Financial Holdings
Israel
-$23K -450 Closed
LWCFA
291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$22.1K -432 Closed
HS
292
Horan Securities
United States
-$14.6K -285 Closed
FA
293
Fiduciary Alliance
South Carolina
-$7.93K -155 Closed
ODG
294
O'Dell Group
Ohio
-$4.26K -83 Closed
GWANC
295
Guardian Wealth Advisors (North Carolina)
North Carolina
-$1.84K -36 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.