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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

50 hedge funds and large institutions have $11.8M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

1.01% less ownership

Funds ownership: 13.86% → 12.85% (-1%)

4% less funds holding

Funds holding: 52 → 50 (-2)

8% less capital invested

Capital invested by funds: $12.8M → $11.8M (-$1.04M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$298K
2
Wells Fargo
Wells Fargo
California
+$171K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$146K
4
RJA
Raymond James & Associates
Florida
+$90.7K
5
LPL Financial
LPL Financial
California
+$77.7K

Top Sellers

Rank Fund Capital Flow
1
AC
Avestar Capital
New York
-$1.44M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$274K
3
AP
Advisors Preferred
Maryland
-$209K
4
Deutsche Bank
Deutsche Bank
Germany
-$177K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
Truvestments Capital
Florida
$49K +$50.3K +2,500 New
AC
27
Avestar Capital
New York
$47K -$1.44M -71,693 -97%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$32K +$3.73K +185 +13%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$29.7K +$8.6K +427 +40%
ATC
30
Adirondack Trust Company
New York
$29K – – –
CFA
31
Carroll Financial Associates
North Carolina
$28K +$20K +995 +226%
OIA
32
OneDigital Investment Advisors
Kansas
$25K – – –
CT
33
CPF Texas
Texas
$15K +$10.1K +503 +191%
Citigroup
34
Citigroup
New York
$15K +$13.3K +663 +721%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K – – –
OC
36
Oakworth Capital
Alabama
$12K – – –
SFM
37
Signet Financial Management
New Jersey
$12K +$12.5K +622 New
BRC
38
Bell Rock Capital
Delaware
$10K – – –
William Blair & Company
39
William Blair & Company
Illinois
$10K – – –
MWPCG
40
Measured Wealth Private Client Group
New Hampshire
$10K +$10.1K +500 New
IA
41
IFP Advisors
Florida
$8K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$7K +$7.05K +350 New
AIP
43
Ameritas Investment Partners
Nebraska
$6K – – –
RFM
44
Royal Fund Management
Florida
$6K – – –
BC
45
Bartlett & Co
Ohio
$4K – – –
CCM
46
Covington Capital Management
California
$4K +$3.02K +150 +300%
BCWM
47
Bartlett & Co Wealth Management
Ohio
$3.94K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$2K +$2.01K +100 New
SWM
49
SeaCrest Wealth Management
New York
$1K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
– -$274K -14,052 Closed
1
2
3

QCLN Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2018, worth a combined $11.8M — down 8.1% from $12.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QCLN and 6 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $298K. The largest seller was Avestar Capital, cutting an estimated $1.44M.

  • 50 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2018, down from 52 in Q2 2018.
  • Funds reported $11.8M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2018, down 8.1% quarter-over-quarter.
  • 6 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2018 and 7 closed out, a net change of -1 holder.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2018 was Citadel Advisors, an estimated $298K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2018 was Avestar Capital, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2018.