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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

35 hedge funds and large institutions have $45.3M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 35 → 35 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3% less capital invested

Capital invested by funds: $46.6M → $45.3M (-$1.35M)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.5M
2
Goldman Sachs
Goldman Sachs
New York
+$2.97M
3
Bank of America
Bank of America
North Carolina
+$1.81M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806K
5
Stifel Financial
Stifel Financial
Missouri
+$798K

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$5.53M
2
Wells Fargo
Wells Fargo
California
-$2.8M
3
WA
WESPAC Advisors
California
-$1.59M
4
CS
Credit Suisse
Switzerland
-$823K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSI
26
Pinnacle Summer Investments
Virginia
$71K – – –
AP
27
Advisors Preferred
Maryland
$62.2K -$99K -4,939 -60%
AA
28
Apriem Advisors
California
$42K – – –
MFS
29
MSI Financial Services
Massachusetts
$35K -$262K -13,055 -88%
Citigroup
30
Citigroup
New York
$32K -$341 -17 -1%
PAG
31
Private Advisor Group
New Jersey
$21K +$21.7K +1,081 New
CFSG
32
Community Financial Services Group
Vermont
$20K – – –
RIA
33
Regal Investment Advisors
Michigan
$15K +$16K +800 New
BC
34
Bartlett & Co
Ohio
$11K – – –
IFWM
35
Institute for Wealth Management
Colorado
$11K +$11.5K +572 New
WA
36
WESPAC Advisors
California
– -$1.59M -77,307 Closed
VKH
37
Virtu KCG Holdings
New York
– -$255K -12,443 Closed
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
– -$210K -10,223 Closed
BRWA
39
B. Riley Wealth Advisors
Florida
– -$85.4K -4,158 Closed
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
– -$18K -880 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– -$11K -528 Closed
PAS
42
Partnervest Advisory Services
California
– -$4K -200 Closed
1
2

QCLN Hedge Fund Activity: Q3 2014 in Review

35 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2014, worth a combined $45.3M — down 2.9% from $46.6M a quarter earlier.

Fund positioning in QCLN was balanced in Q3 2014: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.5M. The largest seller was SG Americas Securities, cutting an estimated $5.53M.

  • 35 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $45.3M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2014, down 2.9% quarter-over-quarter.
  • 7 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2014 and 7 closed out, a net change of 0 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2014 was Morgan Stanley, an estimated $5.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2014 was SG Americas Securities, an estimated $5.53M sold.

Based on aggregated 13F filings for Q3 2014.