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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

37 hedge funds and large institutions have $107M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

117% more capital invested

Capital invested by funds: $49.1M → $107M (+$57.4M)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

23% more funds holding

Funds holding: 30 → 37 (+7)

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$19.1M
2
Morgan Stanley
Morgan Stanley
New York
+$11.4M
3
Bank of America
Bank of America
North Carolina
+$9.54M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.22M
5
WA
WESPAC Advisors
California
+$2.01M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$559K
2
NCM
Niemann Capital Management
Nevada
-$308K
3
DS
DRW Securities
Illinois
-$181K
4
JP Morgan Chase
JP Morgan Chase
New York
-$158K
5
OC
Oppenheimer & Co
New York
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$243K +$235K +11,984 New
BCM
27
Blume Capital Management
California
$100K – – –
AP
28
Advisors Preferred
Maryland
$91.4K -$40.1K -2,047 -31%
AIG
29
American International Group
New York
$90.5K +$7.49K +382 +9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$71K +$28.9K +1,474 +73%
PSI
31
Pinnacle Summer Investments
Virginia
$69K +$255 +13 +0.4%
AA
32
Apriem Advisors
California
$45K +$43.1K +2,200 New
Citigroup
33
Citigroup
New York
$34K – – –
CFSG
34
Community Financial Services Group
Vermont
$21K +$20.7K +1,056 New
BC
35
Bartlett & Co
Ohio
$12K – – –
NES
36
New England Securities
New York
$6K +$5.84K +298 New
PAS
37
Partnervest Advisory Services
California
$4K -$9.8K -500 -71%
DS
38
DRW Securities
Illinois
– -$181K -10,076 Closed
LTFS
39
Ladenburg Thalmann Financial Services
Florida
– -$23K -1,300 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$5K -304 Closed
1
2

QCLN Hedge Fund Activity: Q1 2014 in Review

37 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2014, worth a combined $107M — up 117% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QCLN positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.1M. The largest seller was Deutsche Bank, cutting an estimated $559K.

  • 37 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2014, up from 30 in Q4 2013.
  • Funds reported $107M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2014, up 117% quarter-over-quarter.
  • 10 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2014 and 3 closed out, a net change of +7 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2014 was Wells Fargo, an estimated $19.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2014 was Deutsche Bank, an estimated $559K sold.

Based on aggregated 13F filings for Q1 2014.