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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

52 hedge funds and large institutions have $12.8M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

18% more capital invested

Capital invested by funds: $10.9M → $12.8M (+$1.94M)

11% more funds holding

Funds holding: 47 → 52 (+5)

1.98% more ownership

Funds ownership: 11.88% → 13.86% (+2%)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Avestar Capital
New York
+$607K
2
Jane Street
Jane Street
New York
+$371K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$243K
4
LPL Financial
LPL Financial
California
+$237K
5
RG
Rikoon Group
New Mexico
+$230K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$141K
2
FAAS
First Allied Advisory Services
California
-$93.1K
3
GT
Glenmede Trust
Pennsylvania
-$40K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$33.9K
5
UBS Group
UBS Group
Switzerland
-$20.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
26
Edge Advisors
Georgia
$64K – – –
GWM
27
Geneos Wealth Management
Colorado
$62K – – –
ATC
28
Adirondack Trust Company
New York
$29K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$29K +$16.9K +848 +143%
OIA
30
OneDigital Investment Advisors
Kansas
$24K – – –
PSC
31
Prentiss Smith & Co
Vermont
$22K – – –
RCAG
32
Rehmann Capital Advisory Group
Michigan
$21.1K +$60 +3 +0.3%
PFA
33
Pathway Financial Advisors
Vermont
$19K – – –
CF
34
Centaurus Financial
California
$19K +$19.1K +960 New
CI
35
CX Institutional
Indiana
$19K +$19.9K +1,000 New
OC
36
Oakworth Capital
Alabama
$12K – – –
BCA
37
Bay Colony Advisors
Massachusetts
$12K +$12.4K +623 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K – – –
BRC
39
Bell Rock Capital
Delaware
$10K – – –
William Blair & Company
40
William Blair & Company
Illinois
$10K – – –
IA
41
IFP Advisors
Florida
$8K -$9.94K -500 -56%
CFA
42
Carroll Financial Associates
North Carolina
$8K – – –
JFA
43
JNBA Financial Advisors
Minnesota
$8K – – –
RFM
44
Royal Fund Management
Florida
$6K -$5.86K -295 -48%
AIP
45
Ameritas Investment Partners
Nebraska
$6K – – –
CT
46
CPF Texas
Texas
$5K +$5.23K +263 New
BC
47
Bartlett & Co
Ohio
$4K – – –
BCWM
48
Bartlett & Co Wealth Management
Ohio
$3.9K – – –
Citigroup
49
Citigroup
New York
$2K – – –
SWM
50
SeaCrest Wealth Management
New York
$1K – – –
1
2
3

QCLN Hedge Fund Activity: Q2 2018 in Review

52 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2018, worth a combined $12.8M — up 18% from $10.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QCLN positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Avestar Capital, adding an estimated $607K. The largest seller was Creative Planning, cutting an estimated $141K.

  • 52 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2018, up from 47 in Q1 2018.
  • Funds reported $12.8M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2018, up 18% quarter-over-quarter.
  • 8 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2018 and 3 closed out, a net change of +5 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2018 was Avestar Capital, an estimated $607K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2018 was Creative Planning, an estimated $141K sold.

Based on aggregated 13F filings for Q2 2018.