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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
GWANC
326
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K +$6.7K +93 New
WWMSC
327
Wagner Wealth Management (South Carolina)
South Carolina
$5K -$1.08K -15 -16%
PWMG
328
Prestige Wealth Management Group
New Jersey
$5K
EAM
329
Eukles Asset Management
Ohio
$4K
CB
330
CNB Bank
Pennsylvania
$3K +$3.46K +48 New
First Manhattan
331
First Manhattan
New York
$3K +$3.96K +55 New
AA
332
Ancora Advisors
Ohio
$2K
S
333
SignatureFD
Georgia
$2K +$2.23K +31 New
CB
334
Community Bank
New York
$1K
EVM
335
Eaton Vance Management
Massachusetts
$1K
MA
336
Montag & Associates
Georgia
$1K
TC
337
TAP Consulting
Missouri
$1K +$865 +12 New
HNWAG
338
High Net Worth Advisory Group
Florida
$1K +$1.37K +19 New
LWM
339
Liberty Wealth Management
California
$248 -$252K -3,499 Closed
FHC
340
First Heartland Consultants
Missouri
$230 +$244K +3,387 New
WIM
341
Westside Investment Management
California
$6
FFG
342
Ford Financial Group
California
$1 +$1.08K +15 New
FTUS
343
Flow Traders U.S.
New York
-$1.75M -27,893 Closed
Citadel Advisors
344
Citadel Advisors
Florida
-$1.33M -18,422 Closed
AFS
345
Access Financial Services
Minnesota
-$993K -15,858 Closed
PFA
346
Plotkin Financial Advisors
Maryland
-$741K -11,844 Closed
VWM
347
Vigilare Wealth Management
Arizona
-$665K -10,621 Closed
MP
348
McDonald Partners
Ohio
-$370K -5,914 Closed
CCFM
349
Clear Creek Financial Management
Washington
-$310K -4,955 Closed
CS
350
Credit Suisse
Switzerland
-$292K -4,661 Closed

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.