We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

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: 35 (+2)

24% more capital invested

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

20% more funds holding

Funds holding: 283340 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Aquire Wealth Advisors
Utah
$18K +$19.4K +269 New
FP
302
Financial Perspectives
Minnesota
$17.1K +$18.2K +252 New
PPWM
303
PFG Private Wealth Management
Florida
$17K
TCM
304
Tradewinds Capital Management
Washington
$17K +$16.6K +230 +1,533%
HNB
305
Huntington National Bank
Ohio
$16K
LFG
306
Larson Financial Group
Missouri
$16K
CFD
307
Creative Financial Designs
Indiana
$16K +$3.6K +50 +27%
MA
308
MUFG Americas
New York
$14K -$47.7K -662 -77%
CCM
309
Covington Capital Management
California
$14K
FFA
310
Founders Financial Alliance
North Carolina
$14K
PFSC
311
Peoples Financial Services Corp
Pennsylvania
$14K
TWM
312
Tradition Wealth Management
Minnesota
$14K
PP
313
PFS Partners
New Jersey
$13.6K +$14.4K +200 New
WAS
314
Winch Advisory Services
Wisconsin
$13K
SWA
315
SOA Wealth Advisors
New York
$12K
TFA
316
Toth Financial Advisory
Virginia
$12K
ARIS
317
Advanced Research Investment Solutions
California
$11K +$12.6K +175 New
C
318
Covestor
United Kingdom
$10K +$10.7K +149 New
COCM
319
Charter Oak Capital Management
New Hampshire
$9K
DWMG
320
DB Wealth Management Group
California
$9K +$9.22K +128 New
AAP
321
Arax Advisory Partners
Colorado
$8K
BBPWM
322
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8.07K +112 New
SCA
323
Stonebridge Capital Advisors
Minnesota
$7K +$7.21K +100 +1,000%
ODG
324
O'Dell Group
Ohio
$6K
AFG
325
Albion Financial Group
Utah
$6K +$2.38K +33 +55%

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.