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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

48 hedge funds and large institutions have $12.5M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

6% more capital invested

Capital invested by funds: $11.8M → $12.5M (+$731K)

2.08% more ownership

Funds ownership: 12.85% → 14.93% (+2.1%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

4% less funds holding

Funds holding: 50 → 48 (-2)

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$457K
3
Jane Street
Jane Street
New York
+$335K
4
GI
Gradient Investments
Minnesota
+$329K
5
CCM
Colorado Capital Management
Colorado
+$176K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$541K
2
AP
Appleton Partners
Massachusetts
-$202K
3
GWM
Geneos Wealth Management
Colorado
-$63K
4
Bank of America
Bank of America
North Carolina
-$50.5K
5
AC
Avestar Capital
New York
-$47K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$27K +$28.4K +1,523 New
ATC
27
Adirondack Trust Company
New York
$26K – – –
CFA
28
Carroll Financial Associates
North Carolina
$25K – – –
KCM
29
Karp Capital Management
California
$25K +$26.7K +1,435 New
IIM
30
Ipswich Investment Management
Massachusetts
$25K +$26.8K +1,438 New
AIC
31
Ameritas Investment Company
Nebraska
$16K +$16.5K +885 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$16K +$17.1K +920 New
Citigroup
33
Citigroup
New York
$12K -$1.71K -92 -12%
OC
34
Oakworth Capital
Alabama
$11K – – –
NFG
35
Next Financial Group
Texas
$9K +$9.78K +525 New
BRC
36
Bell Rock Capital
Delaware
$8K – – –
IA
37
IFP Advisors
Florida
$7K – – –
JFA
38
JNBA Financial Advisors
Minnesota
$7K +$7.19K +386 New
AIP
39
Ameritas Investment Partners
Nebraska
$5K – – –
RFM
40
Royal Fund Management
Florida
$5K – – –
CA
41
Claro Advisors
Massachusetts
$5K +$4.66K +250 New
BC
42
Bartlett & Co
Ohio
$4K – – –
CCM
43
Covington Capital Management
California
$4K – – –
BCWM
44
Bartlett & Co Wealth Management
Ohio
$3.52K – – –
SWM
45
SeaCrest Wealth Management
New York
$1K – – –
THWM
46
Taylor Hoffman Wealth Management
Virginia
$1K +$559 +30 New
EAM
47
Eukles Asset Management
Ohio
$1K +$1.02K +55 New
AP
48
Appleton Partners
Massachusetts
– -$202K -10,270 Closed
GWM
49
Geneos Wealth Management
Colorado
– -$63K -3,221 Closed
AC
50
Avestar Capital
New York
– -$47K -2,426 Closed
1
2
3

QCLN Hedge Fund Activity: Q4 2018 in Review

48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2018, worth a combined $12.5M — up 6.2% from $11.8M a quarter earlier.

Fund positioning in QCLN was balanced in Q4 2018: 11 funds opened new positions, 11 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.55M. The largest seller was Wells Fargo, cutting an estimated $541K.

  • 48 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2018, down from 50 in Q3 2018.
  • Funds reported $12.5M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2018, up 6.2% quarter-over-quarter.
  • 11 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2018 and 11 closed out, a net change of 0 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2018 was Morgan Stanley, an estimated $1.55M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2018 was Wells Fargo, an estimated $541K sold.

Based on aggregated 13F filings for Q4 2018.